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 | $79,000 | $102,317-22.8% | $146,958-46.2% | $80,856-2.3% |
| Participation rate | 81.7% | 75.8%+5.8pp | 82.2%-0.5pp | 67.6%+14.0pp |
| Annual return | 13.60% | 134.76%-121.2pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,272 | $3,713-65.7% | $4,933-74.2% | $2,755-53.8% |
| Participant deferral / active EE | $4,976 | $6,644-25.1% | $8,070-38.3% | $4,296+15.8% |
| Admin fee / account holder | $4,012 | $7,941-49.5% | $12,998-69.1% | $6,918-42.0% |