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 | $52,659 | $48,046+9.6% | $84,611-37.8% | $72,985-27.8% |
| Participation rate | 98.4% | 57.6%+40.8pp | 68.2%+30.1pp | 69.5%+28.9pp |
| Annual return | 19.50% | 37.38%-17.9pp | 258.74%-239.2pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,346 | $1,602+46.5% | $2,652-11.5% | $2,440-3.8% |
| Participant deferral / active EE | $3,082 | $2,680+15.0% | $3,899-21.0% | $3,607-14.6% |
| Admin fee / account holder | $5,506 | $3,395+62.2% | $4,912+12.1% | $5,124+7.4% |