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 | $82,574 | $175,202-52.9% | $149,673-44.8% | $139,434-40.8% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 14.91% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,538 | $5,474-53.6% | $4,818-47.3% | $4,751-46.6% |
| Participant deferral / active EE | $12,304 | $6,519+88.8% | $5,680+116.6% | $6,710+83.4% |
| Admin fee / account holder | $9,153 | $16,150-43.3% | $13,210-30.7% | $11,403-19.7% |