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 | $31,150 | $106,890-70.9% | $84,015-62.9% | $152,861-79.6% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.4%-8.8pp |
| Annual return | 22.25% | 104.99%-82.7pp | 71.31%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,570 | $2,734-42.6% | $1,983-20.9% | $4,762-67.0% |
| Participant deferral / active EE | $2,558 | $4,011-36.2% | $3,239-21.0% | $5,850-56.3% |
| Admin fee / account holder | $400 | $8,285-95.2% | $6,101-93.4% | $11,596-96.6% |