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 | $25,572 | $183,519-86.1% | $155,509-83.6% | $145,922-82.5% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 10.80% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,256 | $5,313-76.4% | $4,672-73.1% | $4,660-73.0% |
| Participant deferral / active EE | $3,924 | $6,462-39.3% | $5,626-30.2% | $6,688-41.3% |
| Admin fee / account holder | $639 | $19,313-96.7% | $15,912-96.0% | $13,397-95.2% |