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 8-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 | $61,570 | $152,587-59.6% | $125,175-50.8% | $152,861-59.7% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 22.89% | 54.84%-31.9pp | 43.79%-20.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,477 | $4,946-49.9% | $3,865-35.9% | $4,762-48.0% |
| Participant deferral / active EE | $8,420 | $5,868+43.5% | $4,937+70.6% | $5,850+43.9% |
| Admin fee / account holder | $1,992 | $13,434-85.2% | $9,702-79.5% | $11,596-82.8% |