See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,103 | $110,257-23.7% | $96,544-12.9% | $139,434-39.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.92% | 26.32%-7.4pp | 25.84%-6.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $8,948 | $3,620+147.2% | $2,965+201.8% | $4,751+88.3% |
| Participant deferral / active EE | $7,617 | $5,548+37.3% | $4,851+57.0% | $6,710+13.5% |
| Admin fee / account holder | $5,202 | $11,591-55.1% | $8,252-37.0% | $11,403-54.4% |