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 | $28,632 | $84,233-66.0% | $170,442-83.2% | $70,131-59.2% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 19.23% | 23.06%-3.8pp | 205.93%-186.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,818 | $3,387-46.3% | $5,433-66.5% | $2,342-22.4% |
| Participant deferral / active EE | $4,165 | $3,086+35.0% | $4,939-15.7% | $3,332+25.0% |
| Admin fee / account holder | $398 | $5,698-93.0% | $13,880-97.1% | $4,645-91.4% |