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 | $78,173 | $114,381-31.7% | $107,525-27.3% | $142,382-45.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 13.51% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,842 | $4,015-54.1% | $3,754-50.9% | $4,299-57.2% |
| Participant deferral / active EE | $2,190 | $5,564-60.6% | $5,116-57.2% | $6,507-66.4% |
| Admin fee / account holder | $1,484 | $9,860-85.0% | $8,919-83.4% | $12,624-88.2% |