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 | $32,610 | $85,202-61.7% | $172,739-81.1% | $72,985-55.3% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 23.92% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $705 | $3,324-78.8% | $5,143-86.3% | $2,440-71.1% |
| Participant deferral / active EE | $2,017 | $3,260-38.1% | $5,198-61.2% | $3,607-44.1% |
| Admin fee / account holder | $2,097 | $5,884-64.4% | $13,954-85.0% | $5,124-59.1% |