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 | $70,600 | $111,754-36.8% | $103,333-31.7% | $145,922-51.6% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.39% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,814 | $4,212-56.9% | $3,868-53.1% | $4,660-61.1% |
| Participant deferral / active EE | $4,766 | $5,619-15.2% | $5,057-5.8% | $6,688-28.7% |
| Admin fee / account holder | $35,192 | $9,750+260.9% | $8,355+321.2% | $13,397+162.7% |