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 | $65,202 | $159,602-59.1% | $150,045-56.5% | $142,382-54.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 15.41% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,821 | $4,961-43.1% | $4,693-39.9% | $4,299-34.4% |
| Participant deferral / active EE | $4,352 | $8,310-47.6% | $7,997-45.6% | $6,507-33.1% |
| Admin fee / account holder | $2,194 | $14,846-85.2% | $13,435-83.7% | $12,624-82.6% |