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 | $51,294 | $74,888-31.5% | $71,209-28.0% | $142,382-64.0% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 19.77% | 345.14%-325.4pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,109 | $2,854-61.1% | $2,721-59.2% | $4,299-74.2% |
| Participant deferral / active EE | $2,657 | $4,454-40.3% | $4,175-36.4% | $6,507-59.2% |
| Admin fee / account holder | $635 | $5,568-88.6% | $5,349-88.1% | $12,624-95.0% |