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 | $59,557 | $105,998-43.8% | $92,233-35.4% | $147,584-59.6% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 17.00% | 50.05%-33.1pp | 176.28%-159.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,640 | $4,478-18.7% | $3,897-6.6% | $5,439-33.1% |
| Admin fee / account holder | $1,176 | $6,332-81.4% | $5,194-77.4% | $10,885-89.2% |