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 | $6,142 | $69,207-91.1% | $64,056-90.4% | $139,434-95.6% |
| Participation rate | 82.4% | 75.6%+6.8pp | 72.3%+10.1pp | 80.3%+2.0pp |
| Annual return | 19.81% | 45.88%-26.1pp | 33.69%-13.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $637 | $3,182-80.0% | $2,747-76.8% | $4,751-86.6% |
| Participant deferral / active EE | $1,599 | $4,682-65.8% | $3,880-58.8% | $6,710-76.2% |
| Admin fee / account holder | $450 | $4,244-89.4% | $3,068-85.3% | $11,403-96.1% |