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 8-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 | $121,083 | $65,041+86.2% | $90,951+33.1% | $79,858+51.6% |
| Participation rate | 76.0% | 61.6%+14.4pp | 69.0%+7.0pp | 69.6%+6.4pp |
| Annual return | 15.27% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,197 | $1,247-4.0% | $2,122-43.6% | $2,471-51.6% |
| Participant deferral / active EE | $3,666 | $2,512+45.9% | $3,373+8.7% | $3,740-2.0% |
| Admin fee / account holder | $3,683 | $4,536-18.8% | $5,959-38.2% | $5,306-30.6% |