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 | $158,980 | $175,202-9.3% | $149,673+6.2% | $139,434+14.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 17.34% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,406 | $5,474-74.3% | $4,818-70.8% | $4,751-70.4% |
| Participant deferral / active EE | $8,164 | $6,519+25.2% | $5,680+43.7% | $6,710+21.7% |
| Admin fee / account holder | $28,993 | $16,150+79.5% | $13,210+119.5% | $11,403+154.3% |