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 | $223,378 | $210,648+6.0% | $177,989+25.5% | $145,922+53.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 16.30% | 385.86%-369.6pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,399 | $4,565-47.5% | $3,949-39.3% | $4,660-48.5% |
| Participant deferral / active EE | $6,176 | $6,958-11.2% | $6,276-1.6% | $6,688-7.7% |
| Admin fee / account holder | $28,571 | $12,013+137.8% | $10,363+175.7% | $13,397+113.3% |