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 | $58,571 | $98,750-40.7% | $149,696-60.9% | $79,858-26.7% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 20.61% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,904 | $3,216-40.8% | $4,644-59.0% | $2,471-22.9% |
| Participant deferral / active EE | $4,852 | $5,680-14.6% | $6,842-29.1% | $3,740+29.7% |
| Admin fee / account holder | $579 | $6,053-90.4% | $9,309-93.8% | $5,306-89.1% |