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 | $65,749 | $99,652-34.0% | $78,778-16.5% | $147,584-55.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 22.19% | 47.28%-25.1pp | 35.62%-13.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,882 | $2,796-32.7% | $1,986-5.2% | $4,876-61.4% |
| Participant deferral / active EE | $4,143 | $3,664+13.1% | $2,958+40.1% | $5,439-23.8% |
| Admin fee / account holder | $2,657 | $7,155-62.9% | $5,134-48.2% | $10,885-75.6% |