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 | $57,197 | $144,119-60.3% | $117,854-51.5% | $147,584-61.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 11.41% | 531.15%-519.7pp | 335.08%-323.7pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,613 | $4,896-67.1% | $3,786-57.4% | $4,876-66.9% |
| Participant deferral / active EE | $7,250 | $5,316+36.4% | $4,482+61.8% | $5,439+33.3% |
| Admin fee / account holder | $24,372 | $10,886+123.9% | $8,020+203.9% | $10,885+123.9% |