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 | $39,480 | $159,901-75.3% | $146,958-73.1% | $145,922-72.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 13.05% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,890 | $5,286-45.3% | $4,933-41.4% | $4,660-38.0% |
| Participant deferral / active EE | $3,635 | $8,428-56.9% | $8,070-55.0% | $6,688-45.6% |
| Admin fee / account holder | $1,508 | $15,044-90.0% | $12,998-88.4% | $13,397-88.7% |