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 | $57,055 | $209,411-72.8% | $178,490-68.0% | $158,922-64.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.67% | 188.75%-180.1pp | 151.07%-142.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,626 | $5,706-71.5% | $5,011-67.6% | $4,761-65.9% |
| Participant deferral / active EE | $3,655 | $5,954-38.6% | $5,202-29.7% | $5,982-38.9% |
| Admin fee / account holder | $4,473 | $17,074-73.8% | $13,984-68.0% | $11,246-60.2% |