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 | $44,670 | $53,127-15.9% | $86,590-48.4% | $70,131-36.3% |
| Participation rate | 76.0% | 65.3%+10.7pp | 73.5%+2.5pp | 69.5%+6.5pp |
| Annual return | 17.93% | 27.66%-9.7pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,591 | $2,068-23.1% | $2,839-44.0% | $2,342-32.1% |
| Participant deferral / active EE | $3,761 | $2,696+39.5% | $3,609+4.2% | $3,332+12.9% |
| Admin fee / account holder | $3,138 | $3,585-12.5% | $4,906-36.0% | $4,645-32.4% |