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 | $28,393 | $103,376-72.5% | $87,100-67.4% | $152,861-81.4% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 25.45% | 28.10%-2.6pp | 28.19%-2.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,371 | $3,220-57.4% | $2,521-45.6% | $4,762-71.2% |
| Participant deferral / active EE | $4,325 | $4,778-9.5% | $4,049+6.8% | $5,850-26.1% |
| Admin fee / account holder | $6,900 | $12,205-43.5% | $7,497-8.0% | $11,596-40.5% |