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 | $96,404 | $70,669+36.4% | $169,368-43.1% | $75,163+28.3% |
| Participation rate | 86.7% | 64.8%+21.9pp | 77.1%+9.5pp | 67.2%+19.5pp |
| Annual return | 16.93% | 36.36%-19.4pp | 405.60%-388.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,088 | $2,211-50.8% | $4,013-72.9% | $2,670-59.2% |
| Participant deferral / active EE | $7,903 | $4,311+83.4% | $6,221+27.0% | $4,125+91.6% |
| Admin fee / account holder | $9,426 | $5,402+74.5% | $9,003+4.7% | $5,651+66.8% |