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 | $35,744 | $102,966-65.3% | $90,281-60.4% | $152,861-76.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 25.72% | 95.16%-69.4pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,524 | $3,139+12.3% | $2,854+23.4% | $4,762-26.0% |
| Participant deferral / active EE | $6,069 | $4,281+41.7% | $3,885+56.2% | $5,850+3.7% |
| Admin fee / account holder | $4,911 | $6,171-20.4% | $5,351-8.2% | $11,596-57.6% |