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 5-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 | $50,739 | $111,724-54.6% | $93,606-45.8% | $145,922-65.2% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-6.9pp |
| Annual return | 12.43% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,901 | $3,090-38.5% | $2,420-21.4% | $4,660-59.2% |
| Participant deferral / active EE | $4,224 | $4,912-14.0% | $4,411-4.2% | $6,688-36.8% |
| Admin fee / account holder | $8,688 | $10,250-15.2% | $8,285+4.9% | $13,397-35.1% |