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 | $143,012 | $189,613-24.6% | $167,512-14.6% | $142,382+0.4% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 17.26% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,078 | $4,349+16.8% | $3,882+30.8% | $4,299+18.1% |
| Participant deferral / active EE | $13,527 | $6,981+93.8% | $6,405+111.2% | $6,507+107.9% |
| Admin fee / account holder | $13,277 | $10,528+26.1% | $9,769+35.9% | $12,624+5.2% |