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 | $118,202 | $209,411-43.6% | $178,490-33.8% | $158,922-25.6% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 15.90% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $6,692 | $5,706+17.3% | $5,011+33.5% | $4,761+40.5% |
| Participant deferral / active EE | $6,542 | $5,954+9.9% | $5,202+25.8% | $5,982+9.4% |
| Admin fee / account holder | $1,013 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |