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 | $48,533 | $78,672-38.3% | $109,143-55.5% | $85,850-43.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 40.61% | 25.09%+15.5pp | 25.75%+14.9pp | 318.53%-277.9pp |
| Employer contribution / active EE | $2,707 | $2,735-1.0% | $3,722-27.3% | $2,565+5.5% |
| Participant deferral / active EE | $3,198 | $3,467-7.8% | $4,653-31.3% | $3,952-19.1% |
| Admin fee / account holder | $2,220 | $5,469-59.4% | $6,752-67.1% | $6,260-64.5% |