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 | $58,563 | $99,652-41.2% | $78,778-25.7% | $147,584-60.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.15% | 47.28%-30.1pp | 35.62%-18.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,696 | $2,796-39.3% | $1,986-14.6% | $4,876-65.2% |
| Participant deferral / active EE | $3,032 | $3,664-17.2% | $2,958+2.5% | $5,439-44.3% |
| Admin fee / account holder | $819 | $7,155-88.5% | $5,134-84.0% | $10,885-92.5% |