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 | $73,334 | $89,753-18.3% | $107,525-31.8% | $84,808-13.5% |
| Participation rate | 83.8% | 68.1%+15.8pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 13.24% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,601 | $3,113-48.6% | $3,754-57.4% | $2,631-39.2% |
| Participant deferral / active EE | $5,220 | $4,056+28.7% | $5,116+2.0% | $4,212+23.9% |
| Admin fee / account holder | $29,305 | $7,222+305.8% | $8,919+228.6% | $7,344+299.0% |