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 | $134,482 | $159,901-15.9% | $146,958-8.5% | $145,922-7.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 18.31% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $5,467 | $5,286+3.4% | $4,933+10.8% | $4,660+17.3% |
| Participant deferral / active EE | $12,917 | $8,428+53.3% | $8,070+60.1% | $6,688+93.1% |
| Admin fee / account holder | $11,148 | $15,044-25.9% | $12,998-14.2% | $13,397-16.8% |