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 | $46,516 | $63,346-26.6% | $92,233-49.6% | $70,131-33.7% |
| Participation rate | 91.8% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.3pp |
| Annual return | 13.17% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,393 | $2,471-43.6% | $3,679-62.1% | $2,342-40.5% |
| Participant deferral / active EE | $2,465 | $2,854-13.6% | $3,897-36.7% | $3,332-26.0% |
| Admin fee / account holder | $3,190 | $3,840-16.9% | $5,194-38.6% | $4,645-31.3% |