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 | $60,284 | $89,355-32.5% | $141,162-57.3% | $72,985-17.4% |
| Participation rate | 91.9% | 75.1%+16.7pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 34.04% | 111.85%-77.8pp | 71.39%-37.4pp | 81.00%-47.0pp |
| Employer contribution / active EE | $3,541 | $3,114+13.7% | $4,735-25.2% | $2,440+45.1% |
| Participant deferral / active EE | $7,605 | $5,418+40.4% | $6,709+13.4% | $3,607+110.8% |
| Admin fee / account holder | $1,748 | $5,958-70.7% | $10,261-83.0% | $5,124-65.9% |