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 | $16,757 | $109,327-84.7% | $89,391-81.3% | $158,922-89.5% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.0%+27.3pp | 82.0%+13.3pp |
| Annual return | 13.33% | 345.68%-332.3pp | 245.62%-232.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,562 | $3,170-50.7% | $2,586-39.6% | $4,761-67.2% |
| Participant deferral / active EE | $3,211 | $4,598-30.2% | $3,890-17.5% | $5,982-46.3% |
| Admin fee / account holder | $1,271 | $6,153-79.3% | $4,881-74.0% | $11,246-88.7% |