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 | $34,925 | $89,355-60.9% | $141,162-75.3% | $72,985-52.1% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 28.01% | 111.85%-83.8pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $1,754 | $3,114-43.7% | $4,735-63.0% | $2,440-28.1% |
| Participant deferral / active EE | $8,369 | $5,418+54.5% | $6,709+24.7% | $3,607+132.0% |
| Admin fee / account holder | $3,143 | $5,958-47.3% | $10,261-69.4% | $5,124-38.7% |