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 | $63,347 | $114,047-44.5% | $96,139-34.1% | $167,490-62.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 10.89% | 189.88%-179.0pp | 191.94%-181.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $417 | $3,427-87.8% | $2,797-85.1% | $4,837-91.4% |
| Participant deferral / active EE | $8,098 | $5,194+55.9% | $4,349+86.2% | $6,341+27.7% |
| Admin fee / account holder | $7,810 | $6,897+13.2% | $5,537+41.0% | $12,309-36.6% |