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 | $25,996 | $112,881-77.0% | $90,951-71.4% | $158,922-83.6% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 16.88% | 215.79%-198.9pp | 134.60%-117.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,639 | $2,893-43.3% | $2,122-22.8% | $4,761-65.6% |
| Participant deferral / active EE | $2,360 | $4,128-42.8% | $3,373-30.0% | $5,982-60.5% |
| Admin fee / account holder | $2,119 | $8,041-73.6% | $5,959-64.4% | $11,246-81.2% |