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 4-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 | $174,670 | $201,272-13.2% | $184,203-5.2% | $145,922+19.7% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 14.94% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,848 | $7,022-73.7% | $6,427-71.3% | $4,660-60.3% |
| Participant deferral / active EE | $7,340 | $9,806-25.1% | $9,131-19.6% | $6,688+9.8% |
| Admin fee / account holder | $1,569 | $16,364-90.4% | $13,901-88.7% | $13,397-88.3% |