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 | $68,122 | $209,411-67.5% | $178,490-61.8% | $158,922-57.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.93% | 188.75%-164.8pp | 151.07%-127.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,053 | $5,706-64.0% | $5,011-59.0% | $4,761-56.9% |
| Participant deferral / active EE | $3,346 | $5,954-43.8% | $5,202-35.7% | $5,982-44.1% |
| Admin fee / account holder | $564 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |