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 | $64,615 | $98,750-34.6% | $149,696-56.8% | $79,858-19.1% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 22.38% | 27.43%-5.0pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $2,596 | $3,216-19.3% | $4,644-44.1% | $2,471+5.1% |
| Participant deferral / active EE | $4,311 | $5,680-24.1% | $6,842-37.0% | $3,740+15.3% |
| Admin fee / account holder | $859 | $6,053-85.8% | $9,309-90.8% | $5,306-83.8% |