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 | $164,585 | $88,751+85.4% | $81,812+101.2% | $145,922+12.8% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 10.84% | 1025.40%-1014.6pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,972 | $3,083+28.8% | $2,912+36.4% | $4,660-14.8% |
| Participant deferral / active EE | $7,790 | $4,643+67.8% | $4,319+80.4% | $6,688+16.5% |
| Admin fee / account holder | $38,159 | $8,415+353.4% | $7,386+416.6% | $13,397+184.8% |