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 | $51,950 | $209,411-75.2% | $178,490-70.9% | $158,922-67.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.81% | 188.75%-172.9pp | 151.07%-135.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,990 | $5,706-12.5% | $5,011-0.4% | $4,761+4.8% |
| Participant deferral / active EE | $7,900 | $5,954+32.7% | $5,202+51.9% | $5,982+32.1% |
| Admin fee / account holder | $512 | $17,074-97.0% | $13,984-96.3% | $11,246-95.4% |