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 | $75,925 | $112,881-32.7% | $90,951-16.5% | $158,922-52.2% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 18.98% | 215.79%-196.8pp | 134.60%-115.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $724 | $2,893-75.0% | $2,122-65.9% | $4,761-84.8% |
| Participant deferral / active EE | $1,193 | $4,128-71.1% | $3,373-64.6% | $5,982-80.0% |
| Admin fee / account holder | $3,877 | $8,041-51.8% | $5,959-34.9% | $11,246-65.5% |