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 | $39,162 | $77,145-49.2% | $108,410-63.9% | $85,850-54.4% |
| Participation rate | 85.3% | 74.7%+10.6pp | 80.1%+5.2pp | 69.3%+16.0pp |
| Annual return | 20.25% | 44.54%-24.3pp | 905.27%-885.0pp | 318.53%-298.3pp |
| Employer contribution / active EE | $652 | $2,379-72.6% | $3,558-81.7% | $2,565-74.6% |
| Participant deferral / active EE | $4,426 | $5,566-20.5% | $6,563-32.6% | $3,952+12.0% |
| Admin fee / account holder | $5,247 | $5,172+1.4% | $7,295-28.1% | $6,260-16.2% |