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 | $33,048 | $85,766-61.5% | $136,294-75.8% | $70,131-52.9% |
| Participation rate | 77.1% | 74.2%+3.0pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 25.27% | 31.45%-6.2pp | 5155.94%-5130.7pp | 73.14%-47.9pp |
| Employer contribution / active EE | $1,953 | $2,966-34.2% | $4,695-58.4% | $2,342-16.6% |
| Participant deferral / active EE | $7,309 | $5,051+44.7% | $6,247+17.0% | $3,332+119.4% |
| Admin fee / account holder | $1,218 | $5,420-77.5% | $9,243-86.8% | $4,645-73.8% |