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 | $67,947 | $53,516+27.0% | $126,539-46.3% | $84,808-19.9% |
| Participation rate | 76.9% | 58.2%+18.7pp | 69.8%+7.1pp | 68.3%+8.6pp |
| Annual return | 14.57% | 58.34%-43.8pp | 425.95%-411.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,662 | $1,535+73.5% | $3,674-27.5% | $2,631+1.2% |
| Participant deferral / active EE | $6,913 | $2,671+158.8% | $4,083+69.3% | $4,212+64.1% |
| Admin fee / account holder | $7,411 | $4,497+64.8% | $6,065+22.2% | $7,344+0.9% |