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 | $29,574 | $59,101-50.0% | $77,163-61.7% | $75,163-60.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 18.12% | 26.71%-8.6pp | 37.87%-19.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $813 | $1,995-59.3% | $2,535-67.9% | $2,670-69.6% |
| Participant deferral / active EE | $5,988 | $2,999+99.7% | $3,833+56.2% | $4,125+45.2% |
| Admin fee / account holder | $3,019 | $4,774-36.8% | $5,472-44.8% | $5,651-46.6% |