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 | $67,938 | $89,753-24.3% | $107,525-36.8% | $84,808-19.9% |
| Participation rate | 89.1% | 68.1%+21.1pp | 75.1%+14.1pp | 68.3%+20.8pp |
| Annual return | 16.28% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,703 | $3,113-45.3% | $3,754-54.6% | $2,631-35.3% |
| Participant deferral / active EE | $3,977 | $4,056-1.9% | $5,116-22.3% | $4,212-5.6% |
| Admin fee / account holder | $17,740 | $7,222+145.6% | $8,919+98.9% | $7,344+141.6% |