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 | $53,963 | $95,416-43.4% | $185,823-71.0% | $85,850-37.1% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 13.27% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,801 | $3,314-15.5% | $5,167-45.8% | $2,565+9.2% |
| Participant deferral / active EE | $3,747 | $3,423+9.4% | $5,568-32.7% | $3,952-5.2% |
| Admin fee / account holder | $2,966 | $7,213-58.9% | $16,237-81.7% | $6,260-52.6% |