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 | $77,530 | $109,982-29.5% | $97,226-20.3% | $145,922-46.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.89% | 242.90%-230.0pp | 75.13%-62.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,042 | $3,084-33.8% | $2,729-25.2% | $4,660-56.2% |
| Participant deferral / active EE | $4,691 | $4,676+0.3% | $4,264+10.0% | $6,688-29.9% |
| Admin fee / account holder | $874 | $6,221-86.0% | $5,654-84.5% | $13,397-93.5% |