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 | $79,398 | $53,127+49.4% | $86,590-8.3% | $70,131+13.2% |
| Participation rate | 80.8% | 65.3%+15.5pp | 73.5%+7.2pp | 69.5%+11.2pp |
| Annual return | 16.58% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,608 | $2,068+26.1% | $2,839-8.1% | $2,342+11.3% |
| Participant deferral / active EE | $2,781 | $2,696+3.2% | $3,609-22.9% | $3,332-16.5% |
| Admin fee / account holder | $1,659 | $3,585-53.7% | $4,906-66.2% | $4,645-64.3% |