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 | $41,110 | $101,317-59.4% | $146,958-72.0% | $74,495-44.8% |
| Participation rate | 79.6% | 75.5%+4.1pp | 82.2%-2.5pp | 67.2%+12.4pp |
| Annual return | 14.95% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,362 | $3,810-38.0% | $4,933-52.1% | $2,623-9.9% |
| Participant deferral / active EE | $3,413 | $7,303-53.3% | $8,070-57.7% | $4,346-21.5% |
| Admin fee / account holder | $4,631 | $1,739+166.3% | $12,998-64.4% | $1,942+138.5% |