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 | $37,686 | $98,750-61.8% | $149,696-74.8% | $79,858-52.8% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.5%-9.0pp | 69.6%+3.8pp |
| Annual return | 30.99% | 27.43%+3.6pp | 276.60%-245.6pp | 31.71%-0.7pp |
| Employer contribution / active EE | $3,541 | $3,216+10.1% | $4,644-23.8% | $2,471+43.3% |
| Participant deferral / active EE | $6,398 | $5,680+12.6% | $6,842-6.5% | $3,740+71.1% |
| Admin fee / account holder | $4,982 | $6,053-17.7% | $9,309-46.5% | $5,306-6.1% |