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 | $71,175 | $77,314-7.9% | $177,989-60.0% | $80,856-12.0% |
| Participation rate | 75.6% | 65.7%+9.9pp | 77.1%-1.5pp | 67.6%+7.9pp |
| Annual return | 14.50% | 18.09%-3.6pp | 294.48%-280.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,482 | $2,292-35.3% | $3,949-62.5% | $2,755-46.2% |
| Participant deferral / active EE | $2,891 | $4,411-34.5% | $6,276-53.9% | $4,296-32.7% |
| Admin fee / account holder | $2,605 | $7,191-63.8% | $10,363-74.9% | $6,918-62.3% |