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 | $177,435 | $88,751+99.9% | $81,812+116.9% | $145,922+21.6% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 10.61% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,505 | $3,083-18.7% | $2,912-14.0% | $4,660-46.2% |
| Participant deferral / active EE | $6,411 | $4,643+38.1% | $4,319+48.4% | $6,688-4.1% |
| Admin fee / account holder | $2,265 | $8,415-73.1% | $7,386-69.3% | $13,397-83.1% |