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 | $235,412 | $144,119+63.3% | $117,854+99.7% | $147,584+59.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 9.89% | 531.15%-521.3pp | 335.08%-325.2pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,731 | $4,896-44.2% | $3,786-27.9% | $4,876-44.0% |
| Participant deferral / active EE | $8,262 | $5,316+55.4% | $4,482+84.3% | $5,439+51.9% |
| Admin fee / account holder | $7,563 | $10,886-30.5% | $8,020-5.7% | $10,885-30.5% |