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 | $21,399 | $34,308-37.6% | $74,701-71.4% | $72,985-70.7% |
| Participation rate | 82.8% | 42.4%+40.4pp | 54.5%+28.3pp | 69.5%+13.3pp |
| Annual return | 21.78% | 26.58%-4.8pp | 752.92%-731.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $310 | $692-55.1% | $1,084-71.4% | $2,440-87.3% |
| Participant deferral / active EE | $795 | $1,271-37.5% | $1,964-59.5% | $3,607-78.0% |
| Admin fee / account holder | $1,758 | $2,124-17.2% | $3,333-47.3% | $5,124-65.7% |