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 | $51,910 | $112,881-54.0% | $90,951-42.9% | $158,922-67.3% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 12.50% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $8,732 | $2,893+201.8% | $2,122+311.5% | $4,761+83.4% |
| Participant deferral / active EE | $6,617 | $4,128+60.3% | $3,373+96.2% | $5,982+10.6% |
| Admin fee / account holder | $3,236 | $8,041-59.8% | $5,959-45.7% | $11,246-71.2% |