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 | $50,899 | $81,208-37.3% | $98,907-48.5% | $79,858-36.3% |
| Participation rate | 96.1% | 72.5%+23.6pp | 76.0%+20.1pp | 69.6%+26.4pp |
| Annual return | 12.91% | 60.99%-48.1pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,103 | $1,960+7.3% | $2,689-21.8% | $2,471-14.9% |
| Participant deferral / active EE | $3,631 | $3,265+11.2% | $4,244-14.4% | $3,740-2.9% |
| Admin fee / account holder | $1,384 | $6,013-77.0% | $6,642-79.2% | $5,306-73.9% |