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 | $33,904 | $124,281-72.7% | $109,143-68.9% | $167,490-79.8% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 14.49% | 26.04%-11.5pp | 25.75%-11.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,329 | $4,207-44.7% | $3,722-37.4% | $4,837-51.9% |
| Participant deferral / active EE | $4,755 | $5,255-9.5% | $4,653+2.2% | $6,341-25.0% |
| Admin fee / account holder | $2,006 | $7,970-74.8% | $6,752-70.3% | $12,309-83.7% |