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 | $60,835 | $89,355-31.9% | $141,162-56.9% | $72,985-16.6% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 27.86% | 111.85%-84.0pp | 71.39%-43.5pp | 81.00%-53.1pp |
| Employer contribution / active EE | $2,087 | $3,114-33.0% | $4,735-55.9% | $2,440-14.5% |
| Participant deferral / active EE | $5,235 | $5,418-3.4% | $6,709-22.0% | $3,607+45.1% |
| Admin fee / account holder | $3,245 | $5,958-45.5% | $10,261-68.4% | $5,124-36.7% |