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 | $155,715 | $107,934+44.3% | $91,989+69.3% | $152,861+1.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 23.90% | 89.24%-65.3pp | 69.02%-45.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,356 | $4,210-67.8% | $3,452-60.7% | $4,762-71.5% |
| Participant deferral / active EE | $10,099 | $6,364+58.7% | $5,923+70.5% | $5,850+72.6% |
| Admin fee / account holder | $1,287 | $10,520-87.8% | $7,743-83.4% | $11,596-88.9% |