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 | $86,541 | $104,907-17.5% | $84,611+2.3% | $152,861-43.4% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 16.04% | 373.79%-357.7pp | 258.74%-242.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,352 | $3,302-59.0% | $2,652-49.0% | $4,762-71.6% |
| Participant deferral / active EE | $3,599 | $4,688-23.2% | $3,899-7.7% | $5,850-38.5% |
| Admin fee / account holder | $329 | $6,241-94.7% | $4,912-93.3% | $11,596-97.2% |