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 | $72,973 | $109,881-33.6% | $150,045-51.4% | $84,808-14.0% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 25.54% | 28.25%-2.7pp | 62.55%-37.0pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,605 | $3,561+1.2% | $4,693-23.2% | $2,631+37.0% |
| Participant deferral / active EE | $9,083 | $6,636+36.9% | $7,997+13.6% | $4,212+115.7% |
| Admin fee / account holder | $6,751 | $8,568-21.2% | $13,435-49.7% | $7,344-8.1% |