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 | $144,125 | $157,256-8.4% | $141,162+2.1% | $152,861-5.7% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 23.96% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,334 | $5,261-74.6% | $4,735-71.8% | $4,762-72.0% |
| Participant deferral / active EE | $4,085 | $7,109-42.5% | $6,709-39.1% | $5,850-30.2% |
| Admin fee / account holder | $1,417 | $12,120-88.3% | $10,261-86.2% | $11,596-87.8% |