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 7-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 | $69,705 | $104,974-33.6% | $95,585-27.1% | $142,382-51.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 20.61% | 210.33%-189.7pp | 38.56%-17.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,470 | $2,779+24.9% | $2,527+37.4% | $4,299-19.3% |
| Participant deferral / active EE | $14,840 | $4,352+241.0% | $4,023+268.9% | $6,507+128.1% |
| Admin fee / account holder | $1,292 | $6,386-79.8% | $6,127-78.9% | $12,624-89.8% |