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 | $29,870 | $154,117-80.6% | $129,995-77.0% | $139,434-78.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 14.84% | 32.48%-17.6pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,446 | $5,289-72.7% | $4,320-66.5% | $4,751-69.6% |
| Participant deferral / active EE | $2,906 | $6,710-56.7% | $5,820-50.1% | $6,710-56.7% |
| Admin fee / account holder | $3,924 | $14,007-72.0% | $10,614-63.0% | $11,403-65.6% |