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 | $42,933 | $86,286-50.2% | $111,297-61.4% | $85,850-50.0% |
| Participation rate | 96.4% | 73.3%+23.1pp | 77.3%+19.1pp | 69.3%+27.1pp |
| Annual return | 16.62% | 19.99%-3.4pp | 54.65%-38.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $7,214 | $2,043+253.1% | $2,731+164.2% | $2,565+181.3% |
| Participant deferral / active EE | $3,045 | $3,641-16.4% | $4,487-32.1% | $3,952-22.9% |
| Admin fee / account holder | $1,213 | $8,188-85.2% | $7,964-84.8% | $6,260-80.6% |