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 | $80,385 | $112,096-28.3% | $95,952-16.2% | $158,922-49.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.95% | 171.09%-154.1pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,810 | $3,198-43.4% | $2,541-28.8% | $4,761-62.0% |
| Participant deferral / active EE | $3,685 | $4,784-23.0% | $4,167-11.6% | $5,982-38.4% |
| Admin fee / account holder | $1,608 | $10,130-84.1% | $6,795-76.3% | $11,246-85.7% |