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 | $65,693 | $54,705+20.1% | $71,209-7.7% | $84,808-22.5% |
| Participation rate | 89.8% | 64.1%+25.7pp | 73.8%+16.0pp | 68.3%+21.5pp |
| Annual return | 14.93% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,959 | $2,158-9.2% | $2,721-28.0% | $2,631-25.5% |
| Participant deferral / active EE | $6,620 | $3,030+118.4% | $4,175+58.5% | $4,212+57.2% |
| Admin fee / account holder | $4,418 | $4,863-9.2% | $5,349-17.4% | $7,344-39.8% |