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 | $27,736 | $53,822-48.5% | $75,696-63.4% | $85,850-67.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.83% | 24.54%-10.7pp | 104.53%-90.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,119 | $2,017-44.5% | $2,743-59.2% | $2,565-56.4% |
| Participant deferral / active EE | $2,366 | $2,895-18.3% | $3,821-38.1% | $3,952-40.1% |
| Admin fee / account holder | $2,229 | $3,343-33.3% | $3,619-38.4% | $6,260-64.4% |