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 | $64,940 | $157,256-58.7% | $141,162-54.0% | $152,861-57.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.27% | 64.32%-44.1pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,623 | $5,261-50.2% | $4,735-44.6% | $4,762-44.9% |
| Participant deferral / active EE | $6,774 | $7,109-4.7% | $6,709+1.0% | $5,850+15.8% |
| Admin fee / account holder | $977 | $12,120-91.9% | $10,261-90.5% | $11,596-91.6% |