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 | $145,586 | $107,334+35.6% | $92,893+56.7% | $152,861-4.8% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 20.58% | 145.58%-125.0pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,970 | $4,221-6.0% | $3,653+8.7% | $4,762-16.6% |
| Participant deferral / active EE | $8,104 | $4,845+67.3% | $4,236+91.3% | $5,850+38.5% |
| Admin fee / account holder | $4,427 | $7,079-37.5% | $5,794-23.6% | $11,596-61.8% |