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 | $104,439 | $112,881-7.5% | $90,951+14.8% | $158,922-34.3% |
| Participation rate | 79.2% | 74.7%+4.4pp | 69.0%+10.2pp | 82.0%-2.8pp |
| Annual return | 6.12% | 215.79%-209.7pp | 134.60%-128.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $2,784 | $2,893-3.8% | $2,122+31.2% | $4,761-41.5% |
| Participant deferral / active EE | $3,616 | $4,128-12.4% | $3,373+7.2% | $5,982-39.6% |
| Admin fee / account holder | $645 | $8,041-92.0% | $5,959-89.2% | $11,246-94.3% |