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 | $15,389 | $74,888-79.5% | $71,209-78.4% | $142,382-89.2% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 18.72% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,997 | $2,854-30.0% | $2,721-26.6% | $4,299-53.5% |
| Participant deferral / active EE | $3,645 | $4,454-18.2% | $4,175-12.7% | $6,507-44.0% |
| Admin fee / account holder | $1,812 | $5,568-67.5% | $5,349-66.1% | $12,624-85.6% |