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 | $44,477 | $78,672-43.5% | $109,143-59.2% | $85,850-48.2% |
| Participation rate | 96.2% | 68.3%+27.9pp | 75.9%+20.3pp | 69.3%+26.8pp |
| Annual return | 48.99% | 25.09%+23.9pp | 25.75%+23.2pp | 318.53%-269.5pp |
| Employer contribution / active EE | $3,627 | $2,735+32.6% | $3,722-2.5% | $2,565+41.4% |
| Participant deferral / active EE | $2,026 | $3,467-41.6% | $4,653-56.5% | $3,952-48.7% |
| Admin fee / account holder | $1,980 | $5,469-63.8% | $6,752-70.7% | $6,260-68.4% |