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 | $47,410 | $105,181-54.9% | $159,436-70.3% | $85,850-44.8% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.8%-7.3pp | 69.3%+6.2pp |
| Annual return | 19.21% | 45.07%-25.9pp | 263.57%-244.4pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,623 | $3,318-51.1% | $4,829-66.4% | $2,565-36.7% |
| Participant deferral / active EE | $2,696 | $5,945-54.6% | $7,352-63.3% | $3,952-31.8% |
| Admin fee / account holder | $893 | $6,933-87.1% | $10,799-91.7% | $6,260-85.7% |