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 10-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 | $66,895 | $105,126-36.4% | $94,646-29.3% | $139,434-52.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 20.18% | 38.03%-17.9pp | 156.71%-136.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $5,402 | $4,106+31.6% | $3,672+47.1% | $4,751+13.7% |
| Participant deferral / active EE | $11,207 | $7,599+47.5% | $7,418+51.1% | $6,710+67.0% |
| Admin fee / account holder | $1,188 | $8,984-86.8% | $7,231-83.6% | $11,403-89.6% |