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 | $81,323 | $177,572-54.2% | $154,803-47.5% | $142,382-42.9% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,439 | $4,810-49.3% | $4,305-43.4% | $4,299-43.3% |
| Participant deferral / active EE | $5,738 | $6,272-8.5% | $5,540+3.6% | $6,507-11.8% |
| Admin fee / account holder | $33,430 | $16,786+99.2% | $14,329+133.3% | $12,624+164.8% |