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 | $81,341 | $81,208+0.2% | $98,907-17.8% | $79,858+1.9% |
| Participation rate | 91.2% | 72.5%+18.7pp | 76.0%+15.2pp | 69.6%+21.5pp |
| Annual return | 21.23% | 60.99%-39.8pp | 196.43%-175.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $3,581 | $1,960+82.7% | $2,689+33.2% | $2,471+44.9% |
| Participant deferral / active EE | $7,752 | $3,265+137.4% | $4,244+82.7% | $3,740+107.3% |
| Admin fee / account holder | $793 | $6,013-86.8% | $6,642-88.1% | $5,306-85.1% |