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 | $69,864 | $98,750-29.3% | $149,696-53.3% | $79,858-12.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 23.26% | 27.43%-4.2pp | 276.60%-253.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,594 | $3,216+11.7% | $4,644-22.6% | $2,471+45.5% |
| Participant deferral / active EE | $8,283 | $5,680+45.8% | $6,842+21.1% | $3,740+121.5% |
| Admin fee / account holder | $2,422 | $6,053-60.0% | $9,309-74.0% | $5,306-54.4% |