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 | $20,613 | $91,190-77.4% | $178,490-88.5% | $79,858-74.2% |
| Participation rate | 84.7% | 69.2%+15.5pp | 81.9%+2.8pp | 69.6%+15.1pp |
| Annual return | 29.30% | 24.19%+5.1pp | 151.07%-121.8pp | 31.71%-2.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,534 | $3,236+40.1% | $5,202-12.8% | $3,740+21.2% |
| Admin fee / account holder | $1,424 | $6,751-78.9% | $13,984-89.8% | $5,306-73.2% |