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 | $30,862 | $183,519-83.2% | $155,509-80.2% | $145,922-78.9% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 17.01% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,698 | $5,313-49.2% | $4,672-42.3% | $4,660-42.1% |
| Participant deferral / active EE | $2,575 | $6,462-60.1% | $5,626-54.2% | $6,688-61.5% |
| Admin fee / account holder | $3,944 | $19,313-79.6% | $15,912-75.2% | $13,397-70.6% |