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 | $186,680 | $158,398+17.9% | $126,539+47.5% | $142,382+31.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 19.55% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,867 | $4,650-59.9% | $3,674-49.2% | $4,299-56.6% |
| Participant deferral / active EE | $10,794 | $4,767+126.4% | $4,083+164.4% | $6,507+65.9% |
| Admin fee / account holder | $993 | $6,918-85.6% | $6,065-83.6% | $12,624-92.1% |