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 | $137,161 | $54,705+150.7% | $71,209+92.6% | $84,808+61.7% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.8%+4.0pp | 68.3%+9.5pp |
| Annual return | 16.26% | 35.90%-19.6pp | 282.51%-266.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,567 | $2,158-27.4% | $2,721-42.4% | $2,631-40.4% |
| Participant deferral / active EE | $7,202 | $3,030+137.7% | $4,175+72.5% | $4,212+71.0% |
| Admin fee / account holder | $8,823 | $4,863+81.4% | $5,349+64.9% | $7,344+20.1% |