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 | $58,231 | $104,251-44.1% | $91,001-36.0% | $147,584-60.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.56% | 27.06%-12.5pp | 4.60%+10.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,696 | $3,116+18.6% | $2,456+50.5% | $4,876-24.2% |
| Participant deferral / active EE | $2,606 | $4,195-37.9% | $3,547-26.5% | $5,439-52.1% |
| Admin fee / account holder | $2,776 | $8,948-69.0% | $5,417-48.7% | $10,885-74.5% |