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 | $76,583 | $118,427-35.3% | $66,042+16.0% | $142,382-46.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 14.53% | 35.57%-21.0pp | 52.11%-37.6pp | 217.08%-202.5pp |
| Employer contribution / active EE | $703 | $2,570-72.7% | $1,579-55.5% | $4,299-83.7% |
| Participant deferral / active EE | $3,694 | $4,311-14.3% | $2,835+30.3% | $6,507-43.2% |
| Admin fee / account holder | $7,814 | $9,593-18.5% | $5,747+36.0% | $12,624-38.1% |