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 | $28,494 | $58,208-51.0% | $81,812-65.2% | $80,856-64.8% |
| Participation rate | 88.7% | 63.4%+25.3pp | 72.3%+16.3pp | 67.6%+21.0pp |
| Annual return | 20.54% | 41.66%-21.1pp | 773.79%-753.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,687 | $2,340+14.8% | $2,912-7.7% | $2,755-2.5% |
| Participant deferral / active EE | $3,845 | $3,281+17.2% | $4,319-11.0% | $4,296-10.5% |
| Admin fee / account holder | $2,097 | $4,981-57.9% | $7,386-71.6% | $6,918-69.7% |