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 | $106,650 | $63,346+68.4% | $92,233+15.6% | $70,131+52.1% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 15.48% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $694 | $2,471-71.9% | $3,679-81.2% | $2,342-70.4% |
| Participant deferral / active EE | $4,074 | $2,854+42.7% | $3,897+4.5% | $3,332+22.3% |
| Admin fee / account holder | $3,612 | $3,840-6.0% | $5,194-30.5% | $4,645-22.3% |