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 | $41,098 | $54,705-24.9% | $71,209-42.3% | $84,808-51.5% |
| Participation rate | 72.6% | 64.1%+8.5pp | 73.8%-1.2pp | 68.3%+4.3pp |
| Annual return | 13.84% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $638 | $2,158-70.4% | $2,721-76.6% | $2,631-75.8% |
| Participant deferral / active EE | $3,039 | $3,030+0.3% | $4,175-27.2% | $4,212-27.8% |
| Admin fee / account holder | $2,641 | $4,863-45.7% | $5,349-50.6% | $7,344-64.0% |