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 | $53,374 | $91,190-41.5% | $178,490-70.1% | $79,858-33.2% |
| Participation rate | 91.2% | 69.2%+22.0pp | 81.9%+9.3pp | 69.6%+21.5pp |
| Annual return | 13.99% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,822 | $3,256-44.0% | $5,011-63.6% | $2,471-26.3% |
| Participant deferral / active EE | $3,157 | $3,236-2.5% | $5,202-39.3% | $3,740-15.6% |
| Admin fee / account holder | $928 | $6,751-86.3% | $13,984-93.4% | $5,306-82.5% |