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 | $34,121 | $81,208-58.0% | $98,907-65.5% | $79,858-57.3% |
| Participation rate | 91.9% | 72.5%+19.4pp | 76.0%+15.9pp | 69.6%+22.3pp |
| Annual return | 22.61% | 60.99%-38.4pp | 196.43%-173.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $686 | $1,960-65.0% | $2,689-74.5% | $2,471-72.3% |
| Participant deferral / active EE | $4,072 | $3,265+24.7% | $4,244-4.1% | $3,740+8.9% |
| Admin fee / account holder | $885 | $6,013-85.3% | $6,642-86.7% | $5,306-83.3% |