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 | $62,909 | $60,124+4.6% | $90,404-30.4% | $79,858-21.2% |
| Participation rate | 92.0% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.4pp |
| Annual return | 13.68% | 71.94%-58.3pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $393 | $2,068-81.0% | $3,262-87.9% | $2,471-84.1% |
| Participant deferral / active EE | $2,862 | $2,938-2.6% | $3,963-27.8% | $3,740-23.5% |
| Admin fee / account holder | $411 | $3,976-89.7% | $5,611-92.7% | $5,306-92.3% |