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 | $68,740 | $105,181-34.6% | $159,436-56.9% | $85,850-19.9% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 12.87% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,835 | $3,318-14.6% | $4,829-41.3% | $2,565+10.5% |
| Participant deferral / active EE | $7,296 | $5,945+22.7% | $7,352-0.8% | $3,952+84.6% |
| Admin fee / account holder | $6,415 | $6,933-7.5% | $10,799-40.6% | $6,260+2.5% |