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 | $26,219 | $100,901-74.0% | $75,670-65.4% | $147,584-82.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 18.81% | 35.78%-17.0pp | 27.34%-8.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,443 | $3,253-55.6% | $2,352-38.6% | $4,876-70.4% |
| Participant deferral / active EE | $7,873 | $4,027+95.5% | $3,142+150.6% | $5,439+44.8% |
| Admin fee / account holder | $517 | $11,285-95.4% | $5,800-91.1% | $10,885-95.3% |