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 | $27,958 | $63,346-55.9% | $92,233-69.7% | $70,131-60.1% |
| Participation rate | 78.1% | 68.7%+9.5pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 15.52% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,933 | $2,471-21.8% | $3,679-47.5% | $2,342-17.5% |
| Participant deferral / active EE | $3,217 | $2,854+12.7% | $3,897-17.4% | $3,332-3.4% |
| Admin fee / account holder | $1,120 | $3,840-70.8% | $5,194-78.4% | $4,645-75.9% |