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 | $37,263 | $89,355-58.3% | $141,162-73.6% | $72,985-48.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 27.21% | 111.85%-84.6pp | 71.39%-44.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $3,827 | $3,114+22.9% | $4,735-19.2% | $2,440+56.9% |
| Participant deferral / active EE | $5,244 | $5,418-3.2% | $6,709-21.8% | $3,607+45.4% |
| Admin fee / account holder | $3,888 | $5,958-34.7% | $10,261-62.1% | $5,124-24.1% |