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 | $36,487 | $157,256-76.8% | $141,162-74.2% | $152,861-76.1% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 27.70% | 64.32%-36.6pp | 71.39%-43.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $2,065 | $5,261-60.7% | $4,735-56.4% | $4,762-56.6% |
| Participant deferral / active EE | $4,593 | $7,109-35.4% | $6,709-31.5% | $5,850-21.5% |
| Admin fee / account holder | $875 | $12,120-92.8% | $10,261-91.5% | $11,596-92.5% |