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 | $106,980 | $99,020+8.0% | $86,590+23.5% | $147,584-27.5% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 18.62% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,975 | $3,132-37.0% | $2,839-30.5% | $4,876-59.5% |
| Participant deferral / active EE | $5,706 | $3,972+43.7% | $3,609+58.1% | $5,439+4.9% |
| Admin fee / account holder | $2,639 | $5,710-53.8% | $4,906-46.2% | $10,885-75.8% |