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 | $61,700 | $77,899-20.8% | $149,673-58.8% | $75,163-17.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.26% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,443 | $3,137+9.7% | $4,818-28.5% | $2,670+29.0% |
| Participant deferral / active EE | $9,567 | $3,411+180.5% | $5,680+68.4% | $4,125+131.9% |
| Admin fee / account holder | $2,892 | $5,956-51.4% | $13,210-78.1% | $5,651-48.8% |