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 | $63,061 | $118,849-46.9% | $96,562-34.7% | $167,490-62.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.01% | 50.49%-30.5pp | 37.78%-17.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $7,387 | $3,120+136.8% | $2,356+213.5% | $4,837+52.7% |
| Participant deferral / active EE | $6,665 | $4,616+44.4% | $3,849+73.2% | $6,341+5.1% |
| Admin fee / account holder | $1,394 | $8,065-82.7% | $6,181-77.5% | $12,309-88.7% |