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 9-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 | $37,648 | $118,680-68.3% | $98,907-61.9% | $158,922-76.3% |
| Participation rate | 78.3% | 77.8%+0.4pp | 76.0%+2.2pp | 82.0%-3.7pp |
| Annual return | 17.54% | 372.35%-354.8pp | 196.43%-178.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $784 | $3,333-76.5% | $2,689-70.8% | $4,761-83.5% |
| Participant deferral / active EE | $3,429 | $5,088-32.6% | $4,244-19.2% | $5,982-42.7% |
| Admin fee / account holder | $1,546 | $10,131-84.7% | $6,642-76.7% | $11,246-86.3% |