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 | $54,372 | $95,561-43.1% | $77,163-29.5% | $139,434-61.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.35% | 54.92%-35.6pp | 37.87%-18.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,624 | $3,147-16.6% | $2,535+3.5% | $4,751-44.8% |
| Participant deferral / active EE | $4,191 | $4,624-9.4% | $3,833+9.3% | $6,710-37.5% |
| Admin fee / account holder | $1,922 | $8,295-76.8% | $5,472-64.9% | $11,403-83.1% |