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 | $75,220 | $102,966-26.9% | $90,281-16.7% | $152,861-50.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 21.59% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,170 | $3,139-62.7% | $2,854-59.0% | $4,762-75.4% |
| Participant deferral / active EE | $2,102 | $4,281-50.9% | $3,885-45.9% | $5,850-64.1% |
| Admin fee / account holder | $766 | $6,171-87.6% | $5,351-85.7% | $11,596-93.4% |