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 | $48,693 | $117,841-58.7% | $102,423-52.5% | $145,922-66.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 10.02% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,741 | $3,615-51.8% | $3,023-42.4% | $4,660-62.6% |
| Participant deferral / active EE | $2,488 | $5,731-56.6% | $5,053-50.8% | $6,688-62.8% |
| Admin fee / account holder | $2,495 | $13,326-81.3% | $9,451-73.6% | $13,397-81.4% |