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 | $60,504 | $144,119-58.0% | $117,854-48.7% | $147,584-59.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 15.15% | 531.15%-516.0pp | 335.08%-319.9pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,230 | $4,896-74.9% | $3,786-67.5% | $4,876-74.8% |
| Participant deferral / active EE | $3,158 | $5,316-40.6% | $4,482-29.5% | $5,439-41.9% |
| Admin fee / account holder | $1,775 | $10,886-83.7% | $8,020-77.9% | $10,885-83.7% |