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 | $47,555 | $88,083-46.0% | $164,813-71.1% | $74,495-36.2% |
| Participation rate | 99.1% | 73.0%+26.1pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 12.81% | 17.26%-4.4pp | 69.93%-57.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,798 | $2,593-30.6% | $4,341-58.6% | $2,623-31.4% |
| Participant deferral / active EE | $4,216 | $4,498-6.3% | $6,031-30.1% | $4,346-3.0% |
| Admin fee / account holder | $5,563 | $2,234+149.1% | $12,690-56.2% | $1,942+186.5% |