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 | $73,981 | $99,877-25.9% | $84,966-12.9% | $145,922-49.3% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.2pp | 80.3%+15.4pp |
| Annual return | 13.57% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,309 | $3,231+2.4% | $2,727+21.3% | $4,660-29.0% |
| Participant deferral / active EE | $5,786 | $5,291+9.4% | $4,519+28.0% | $6,688-13.5% |
| Admin fee / account holder | $2,118 | $7,248-70.8% | $6,149-65.6% | $13,397-84.2% |