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 | $46,596 | $106,890-56.4% | $84,015-44.5% | $152,861-69.5% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 18.39% | 104.99%-86.6pp | 71.31%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $564 | $2,734-79.4% | $1,983-71.6% | $4,762-88.2% |
| Participant deferral / active EE | $1,588 | $4,011-60.4% | $3,239-51.0% | $5,850-72.9% |
| Admin fee / account holder | $8,776 | $8,285+5.9% | $6,101+43.9% | $11,596-24.3% |