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 10-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 | $77,904 | $124,281-37.3% | $109,143-28.6% | $167,490-53.5% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.9%+15.4pp | 82.1%+9.2pp |
| Annual return | 17.93% | 26.04%-8.1pp | 25.75%-7.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,483 | $4,207-41.0% | $3,722-33.3% | $4,837-48.7% |
| Participant deferral / active EE | $4,233 | $5,255-19.5% | $4,653-9.0% | $6,341-33.2% |
| Admin fee / account holder | $1,140 | $7,970-85.7% | $6,752-83.1% | $12,309-90.7% |