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 | $70,022 | $112,096-37.5% | $95,952-27.0% | $158,922-55.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 10.45% | 171.09%-160.6pp | 91.61%-81.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,753 | $3,198-45.2% | $2,541-31.0% | $4,761-63.2% |
| Participant deferral / active EE | $3,726 | $4,784-22.1% | $4,167-10.6% | $5,982-37.7% |
| Admin fee / account holder | $13,064 | $10,130+29.0% | $6,795+92.2% | $11,246+16.2% |