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 | $41,918 | $183,519-77.2% | $155,509-73.0% | $145,922-71.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 30.96% | 61.17%-30.2pp | 64.67%-33.7pp | 561.29%-530.3pp |
| Employer contribution / active EE | $1,726 | $5,313-67.5% | $4,672-63.1% | $4,660-63.0% |
| Participant deferral / active EE | $5,765 | $6,462-10.8% | $5,626+2.5% | $6,688-13.8% |
| Admin fee / account holder | $5,878 | $19,313-69.6% | $15,912-63.1% | $13,397-56.1% |