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 | $47,431 | $157,256-69.8% | $141,162-66.4% | $152,861-69.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 18.41% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,224 | $5,261-76.7% | $4,735-74.1% | $4,762-74.3% |
| Participant deferral / active EE | $2,501 | $7,109-64.8% | $6,709-62.7% | $5,850-57.2% |
| Admin fee / account holder | $5,764 | $12,120-52.4% | $10,261-43.8% | $11,596-50.3% |