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 | $55,260 | $115,770-52.3% | $101,248-45.4% | $158,922-65.2% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 19.97% | 56.14%-36.2pp | 46.47%-26.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,271 | $4,175-45.6% | $3,660-37.9% | $4,761-52.3% |
| Participant deferral / active EE | $4,555 | $4,957-8.1% | $4,370+4.2% | $5,982-23.9% |
| Admin fee / account holder | $15,823 | $7,245+118.4% | $5,945+166.1% | $11,246+40.7% |