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 | $64,866 | $65,041-0.3% | $90,951-28.7% | $79,858-18.8% |
| Participation rate | 84.2% | 61.6%+22.6pp | 69.0%+15.2pp | 69.6%+14.6pp |
| Annual return | 12.39% | 30.45%-18.1pp | 134.60%-122.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,465 | $1,247+17.4% | $2,122-31.0% | $2,471-40.7% |
| Participant deferral / active EE | $4,332 | $2,512+72.4% | $3,373+28.4% | $3,740+15.8% |
| Admin fee / account holder | $2,904 | $4,536-36.0% | $5,959-51.3% | $5,306-45.3% |