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 | $202,320 | $123,909+63.3% | $69,647+190.5% | $145,922+38.6% |
| Participation rate | 93.3% | 69.2%+24.1pp | 66.5%+26.9pp | 80.3%+13.1pp |
| Annual return | 14.57% | 190.55%-176.0pp | 100.48%-85.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,580 | $2,682-3.8% | $1,712+50.7% | $4,660-44.6% |
| Participant deferral / active EE | $5,891 | $4,236+39.1% | $2,886+104.1% | $6,688-11.9% |
| Admin fee / account holder | $7,262 | $7,863-7.6% | $4,713+54.1% | $13,397-45.8% |