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 | $53,793 | $175,202-69.3% | $149,673-64.1% | $139,434-61.4% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 15.46% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,073 | $5,474-62.1% | $4,818-57.0% | $4,751-56.4% |
| Participant deferral / active EE | $4,241 | $6,519-34.9% | $5,680-25.3% | $6,710-36.8% |
| Admin fee / account holder | $4,108 | $16,150-74.6% | $13,210-68.9% | $11,403-64.0% |