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 | $39,197 | $54,705-28.3% | $71,209-45.0% | $84,808-53.8% |
| Participation rate | 98.2% | 64.1%+34.1pp | 73.8%+24.5pp | 68.3%+29.9pp |
| Annual return | 17.52% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,949 | $2,158+36.7% | $2,721+8.4% | $2,631+12.1% |
| Participant deferral / active EE | $3,188 | $3,030+5.2% | $4,175-23.7% | $4,212-24.3% |
| Admin fee / account holder | $5,067 | $4,863+4.2% | $5,349-5.3% | $7,344-31.0% |