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 | $47,626 | $85,766-44.5% | $136,294-65.1% | $70,131-32.1% |
| Participation rate | 81.6% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 18.94% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $969 | $2,966-67.3% | $4,695-79.4% | $2,342-58.6% |
| Participant deferral / active EE | $3,263 | $5,051-35.4% | $6,247-47.8% | $3,332-2.1% |
| Admin fee / account holder | $2,058 | $5,420-62.0% | $9,243-77.7% | $4,645-55.7% |