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 | $33,607 | $105,181-68.0% | $159,436-78.9% | $85,850-60.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 18.12% | 45.07%-27.0pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,735 | $3,318-47.7% | $4,829-64.1% | $2,565-32.4% |
| Participant deferral / active EE | $2,732 | $5,945-54.0% | $7,352-62.8% | $3,952-30.9% |
| Admin fee / account holder | $3,535 | $6,933-49.0% | $10,799-67.3% | $6,260-43.5% |