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 | $68,133 | $98,750-31.0% | $149,696-54.5% | $79,858-14.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.19% | 27.43%-5.2pp | 276.60%-254.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $3,751 | $3,216+16.6% | $4,644-19.2% | $2,471+51.8% |
| Participant deferral / active EE | $9,094 | $5,680+60.1% | $6,842+32.9% | $3,740+143.2% |
| Admin fee / account holder | $2,090 | $6,053-65.5% | $9,309-77.5% | $5,306-60.6% |