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 | $45,966 | $77,899-41.0% | $149,673-69.3% | $75,163-38.8% |
| Participation rate | 95.6% | 65.6%+30.0pp | 78.8%+16.8pp | 67.2%+28.4pp |
| Annual return | 19.39% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $5,376 | $3,137+71.4% | $4,818+11.6% | $2,670+101.4% |
| Participant deferral / active EE | $6,597 | $3,411+93.4% | $5,680+16.1% | $4,125+59.9% |
| Admin fee / account holder | $2,322 | $5,956-61.0% | $13,210-82.4% | $5,651-58.9% |