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 | $33,212 | $85,766-61.3% | $136,294-75.6% | $70,131-52.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 18.16% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,515 | $2,966-48.9% | $4,695-67.7% | $2,342-35.3% |
| Participant deferral / active EE | $2,578 | $5,051-49.0% | $6,247-58.7% | $3,332-22.6% |
| Admin fee / account holder | $1,444 | $5,420-73.4% | $9,243-84.4% | $4,645-68.9% |