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 | $82,455 | $115,770-28.8% | $101,248-18.6% | $158,922-48.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 23.02% | 56.14%-33.1pp | 46.47%-23.5pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,424 | $4,175-65.9% | $3,660-61.1% | $4,761-70.1% |
| Participant deferral / active EE | $6,789 | $4,957+36.9% | $4,370+55.3% | $5,982+13.5% |
| Admin fee / account holder | $598 | $7,245-91.7% | $5,945-89.9% | $11,246-94.7% |