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 | $73,509 | $58,927+24.7% | $76,817-4.3% | $72,985+0.7% |
| Participation rate | 91.7% | 67.3%+24.3pp | 72.1%+19.6pp | 69.5%+22.2pp |
| Annual return | 21.84% | 2305.64%-2283.8pp | 1166.11%-1144.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,333 | $1,787+86.6% | $2,302+44.8% | $2,440+36.6% |
| Participant deferral / active EE | $5,216 | $2,690+93.9% | $3,336+56.4% | $3,607+44.6% |
| Admin fee / account holder | $4,477 | $4,013+11.6% | $6,420-30.3% | $5,124-12.6% |