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 | $72,124 | $110,261-34.6% | $95,745-24.7% | $139,434-48.3% |
| Participation rate | 87.0% | 75.8%+11.2pp | 72.3%+14.7pp | 80.3%+6.6pp |
| Annual return | 15.65% | 27.11%-11.5pp | 28.35%-12.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,791 | $3,257-45.0% | $2,835-36.8% | $4,751-62.3% |
| Participant deferral / active EE | $3,922 | $4,676-16.1% | $4,245-7.6% | $6,710-41.5% |
| Admin fee / account holder | $1,267 | $6,613-80.8% | $5,678-77.7% | $11,403-88.9% |