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 | $49,250 | $91,190-46.0% | $178,490-72.4% | $79,858-38.3% |
| Participation rate | 95.0% | 69.2%+25.8pp | 81.9%+13.1pp | 69.6%+25.4pp |
| Annual return | 15.67% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,097 | $3,256-4.9% | $5,011-38.2% | $2,471+25.4% |
| Participant deferral / active EE | $3,441 | $3,236+6.3% | $5,202-33.9% | $3,740-8.0% |
| Admin fee / account holder | $2,371 | $6,751-64.9% | $13,984-83.0% | $5,306-55.3% |