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 | $67,497 | $91,190-26.0% | $178,490-62.2% | $79,858-15.5% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 10.31% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,545 | $3,256-52.5% | $5,011-69.2% | $2,471-37.5% |
| Participant deferral / active EE | $1,120 | $3,236-65.4% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $627 | $6,751-90.7% | $13,984-95.5% | $5,306-88.2% |