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 | $64,688 | $154,117-58.0% | $129,995-50.2% | $139,434-53.6% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 21.51% | 32.48%-11.0pp | -137.18%+158.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,452 | $5,289-72.5% | $4,320-66.4% | $4,751-69.4% |
| Participant deferral / active EE | $2,608 | $6,710-61.1% | $5,820-55.2% | $6,710-61.1% |
| Admin fee / account holder | $3,859 | $14,007-72.5% | $10,614-63.6% | $11,403-66.2% |