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 | $39,439 | $109,881-64.1% | $150,045-73.7% | $84,808-53.5% |
| Participation rate | 91.8% | 76.1%+15.7pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 54.86% | 28.25%+26.6pp | 62.55%-7.7pp | 40.90%+14.0pp |
| Employer contribution / active EE | $2,864 | $3,561-19.6% | $4,693-39.0% | $2,631+8.9% |
| Participant deferral / active EE | $2,685 | $6,636-59.5% | $7,997-66.4% | $4,212-36.2% |
| Admin fee / account holder | $2,416 | $8,568-71.8% | $13,435-82.0% | $7,344-67.1% |