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 6-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 | $80,797 | $90,348-10.6% | $75,972+6.4% | $145,922-44.6% |
| Participation rate | 95.8% | 74.5%+21.4pp | 69.1%+26.8pp | 80.3%+15.6pp |
| Annual return | 12.94% | 620.88%-607.9pp | 359.55%-346.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,127 | $5,162+57.5% | $4,255+91.0% | $6,688+21.5% |
| Admin fee / account holder | $1,025 | $8,467-87.9% | $6,467-84.1% | $13,397-92.3% |