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 | $52,971 | $87,013-39.1% | $106,213-50.1% | $80,856-34.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.64% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,176 | $2,395+32.6% | $3,171+0.1% | $2,755+15.3% |
| Participant deferral / active EE | $5,063 | $3,986+27.0% | $5,016+0.9% | $4,296+17.9% |
| Admin fee / account holder | $609 | $8,431-92.8% | $11,033-94.5% | $6,918-91.2% |