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 | $83,953 | $159,901-47.5% | $146,958-42.9% | $145,922-42.5% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 11.88% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,178 | $5,286-77.7% | $4,933-76.1% | $4,660-74.7% |
| Participant deferral / active EE | $6,567 | $8,428-22.1% | $8,070-18.6% | $6,688-1.8% |
| Admin fee / account holder | $1,794 | $15,044-88.1% | $12,998-86.2% | $13,397-86.6% |