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 | $41,184 | $105,181-60.8% | $159,436-74.2% | $85,850-52.0% |
| Participation rate | 74.6% | 75.8%-1.2pp | 82.8%-8.2pp | 69.3%+5.3pp |
| Annual return | 33.20% | 45.07%-11.9pp | 263.57%-230.4pp | 318.53%-285.3pp |
| Employer contribution / active EE | $1,071 | $3,318-67.7% | $4,829-77.8% | $2,565-58.2% |
| Participant deferral / active EE | $4,173 | $5,945-29.8% | $7,352-43.2% | $3,952+5.6% |
| Admin fee / account holder | $572 | $6,933-91.7% | $10,799-94.7% | $6,260-90.9% |