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 | $32,075 | $102,317-68.7% | $146,958-78.2% | $80,856-60.3% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 19.37% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $955 | $3,713-74.3% | $4,933-80.6% | $2,755-65.3% |
| Participant deferral / active EE | $2,620 | $6,644-60.6% | $8,070-67.5% | $4,296-39.0% |
| Admin fee / account holder | $4,340 | $7,941-45.4% | $12,998-66.6% | $6,918-37.3% |