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 | $138,207 | $209,411-34.0% | $178,490-22.6% | $158,922-13.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.37% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,545 | $5,706-37.9% | $5,011-29.2% | $4,761-25.5% |
| Participant deferral / active EE | $2,832 | $5,954-52.4% | $5,202-45.6% | $5,982-52.7% |
| Admin fee / account holder | $2,722 | $17,074-84.1% | $13,984-80.5% | $11,246-75.8% |