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 | $29,200 | $89,355-67.3% | $141,162-79.3% | $72,985-60.0% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 25.10% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,188 | $3,114-29.7% | $4,735-53.8% | $2,440-10.3% |
| Participant deferral / active EE | $4,653 | $5,418-14.1% | $6,709-30.6% | $3,607+29.0% |
| Admin fee / account holder | $694 | $5,958-88.3% | $10,261-93.2% | $5,124-86.5% |