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 | $96,148 | $755,339-87.3% | $379,746-74.7% | $158,922-39.5% |
| Participation rate | 84.2% | 81.8%+2.5pp | 78.4%+5.8pp | 82.0%+2.3pp |
| Annual return | 8.66% | 53.41%-44.8pp | 34.90%-26.2pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,444 | $4,685-47.8% | $3,540-31.0% | $4,761-48.7% |
| Participant deferral / active EE | $7,609 | $7,938-4.1% | $6,024+26.3% | $5,982+27.2% |
| Admin fee / account holder | $4,478 | $14,482-69.1% | $7,927-43.5% | $11,246-60.2% |