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 | $21,081 | $91,190-76.9% | $178,490-88.2% | $79,858-73.6% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.0pp |
| Annual return | 10.42% | 24.19%-13.8pp | 151.07%-140.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $772 | $3,256-76.3% | $5,011-84.6% | $2,471-68.8% |
| Participant deferral / active EE | $2,143 | $3,236-33.8% | $5,202-58.8% | $3,740-42.7% |
| Admin fee / account holder | $3,380 | $6,751-49.9% | $13,984-75.8% | $5,306-36.3% |