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 | $99,112 | $99,020+0.1% | $86,590+14.5% | $147,584-32.8% |
| Participation rate | 85.0% | 76.3%+8.7pp | 73.5%+11.5pp | 82.8%+2.2pp |
| Annual return | 17.57% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,303 | $3,972+8.3% | $3,609+19.2% | $5,439-20.9% |
| Admin fee / account holder | $39,894 | $5,710+598.6% | $4,906+713.2% | $10,885+266.5% |