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 | $37,490 | $95,416-60.7% | $185,823-79.8% | $85,850-56.3% |
| Participation rate | 93.8% | 68.8%+25.0pp | 81.7%+12.0pp | 69.3%+24.4pp |
| Annual return | 12.12% | 23.59%-11.5pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $4,319 | $3,314+30.3% | $5,167-16.4% | $2,565+68.4% |
| Participant deferral / active EE | $5,284 | $3,423+54.3% | $5,568-5.1% | $3,952+33.7% |
| Admin fee / account holder | $1,212 | $7,213-83.2% | $16,237-92.5% | $6,260-80.6% |