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 | $49,574 | $110,809-55.3% | $86,874-42.9% | $167,490-70.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 8.90% | 116.98%-108.1pp | 63.52%-54.6pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,313 | $3,244-59.5% | $2,495-47.4% | $4,837-72.9% |
| Participant deferral / active EE | $7,888 | $4,546+73.5% | $3,699+113.2% | $6,341+24.4% |
| Admin fee / account holder | $1,820 | $8,415-78.4% | $5,828-68.8% | $12,309-85.2% |