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 | $27,564 | $89,355-69.2% | $141,162-80.5% | $72,985-62.2% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 30.33% | 111.85%-81.5pp | 71.39%-41.1pp | 81.00%-50.7pp |
| Employer contribution / active EE | $2,367 | $3,114-24.0% | $4,735-50.0% | $2,440-3.0% |
| Participant deferral / active EE | $6,265 | $5,418+15.6% | $6,709-6.6% | $3,607+73.7% |
| Admin fee / account holder | $1,244 | $5,958-79.1% | $10,261-87.9% | $5,124-75.7% |