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 | $50,021 | $100,773-50.4% | $88,946-43.8% | $142,382-64.9% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 126.03% | 70.18%+55.8pp | 57.82%+68.2pp | 217.08%-91.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,235 | $5,230-76.4% | $4,581-73.0% | $6,507-81.0% |
| Admin fee / account holder | $39,145 | $9,693+303.9% | $8,261+373.9% | $12,624+210.1% |