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 | $72,863 | $102,616-29.0% | $81,983-11.1% | $158,922-54.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 24.74% | 61.04%-36.3pp | 41.31%-16.6pp | 302.83%-278.1pp |
| Employer contribution / active EE | $651 | $3,240-79.9% | $2,498-73.9% | $4,761-86.3% |
| Participant deferral / active EE | $5,750 | $4,648+23.7% | $3,722+54.5% | $5,982-3.9% |
| Admin fee / account holder | $329 | $8,235-96.0% | $5,664-94.2% | $11,246-97.1% |