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 | $56,527 | $126,574-55.3% | $106,213-46.8% | $145,922-61.3% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 22.16% | 224.79%-202.6pp | 116.14%-94.0pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,348 | $3,730-63.9% | $3,171-57.5% | $4,660-71.1% |
| Participant deferral / active EE | $6,224 | $5,724+8.7% | $5,016+24.1% | $6,688-6.9% |
| Admin fee / account holder | $942 | $17,304-94.6% | $11,033-91.5% | $13,397-93.0% |