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 | $55,738 | $84,233-33.8% | $170,442-67.3% | $70,131-20.5% |
| Participation rate | 77.1% | 70.8%+6.3pp | 83.6%-6.5pp | 69.5%+7.6pp |
| Annual return | 17.80% | 23.06%-5.3pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,888 | $3,387-44.3% | $5,433-65.2% | $2,342-19.4% |
| Participant deferral / active EE | $3,066 | $3,086-0.6% | $4,939-37.9% | $3,332-8.0% |
| Admin fee / account holder | $5,417 | $5,698-4.9% | $13,880-61.0% | $4,645+16.6% |