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 | $57,728 | $102,966-43.9% | $90,281-36.1% | $152,861-62.2% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 17.17% | 95.16%-78.0pp | 78.10%-60.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,723 | $3,139-45.1% | $2,854-39.6% | $4,762-63.8% |
| Participant deferral / active EE | $2,999 | $4,281-30.0% | $3,885-22.8% | $5,850-48.7% |
| Admin fee / account holder | $2,081 | $6,171-66.3% | $5,351-61.1% | $11,596-82.1% |