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 | $54,796 | $62,327-12.1% | $120,354-54.5% | $74,495-26.4% |
| Participation rate | 74.8% | 56.8%+18.0pp | 71.9%+2.8pp | 67.2%+7.6pp |
| Annual return | 12.88% | 18.61%-5.7pp | 107.15%-94.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,161 | $1,843+17.2% | $3,463-37.6% | $2,623-17.6% |
| Participant deferral / active EE | $3,726 | $2,893+28.8% | $4,991-25.4% | $4,346-14.3% |
| Admin fee / account holder | $5,642 | $2,396+135.5% | $9,423-40.1% | $1,942+190.6% |