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 | $48,756 | $86,286-43.5% | $111,297-56.2% | $85,850-43.2% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 14.80% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,881 | $2,043+41.0% | $2,731+5.5% | $2,565+12.3% |
| Participant deferral / active EE | $6,896 | $3,641+89.4% | $4,487+53.7% | $3,952+74.5% |
| Admin fee / account holder | $524 | $8,188-93.6% | $7,964-93.4% | $6,260-91.6% |