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 | $44,467 | $162,781-72.7% | $133,956-66.8% | $158,922-72.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 5.71% | 41.94%-36.2pp | 45.09%-39.4pp | 302.83%-297.1pp |
| Employer contribution / active EE | $3,153 | $4,975-36.6% | $3,919-19.5% | $4,761-33.8% |
| Participant deferral / active EE | $9,249 | $5,911+56.5% | $5,048+83.2% | $5,982+54.6% |
| Admin fee / account holder | $2,609 | $11,736-77.8% | $8,927-70.8% | $11,246-76.8% |