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 | $146,653 | $210,648-30.4% | $177,989-17.6% | $145,922+0.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.33% | 385.86%-371.5pp | 294.48%-280.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,814 | $4,565-60.3% | $3,949-54.1% | $4,660-61.1% |
| Participant deferral / active EE | $13,203 | $6,958+89.8% | $6,276+110.4% | $6,688+97.4% |
| Admin fee / account holder | $1,604 | $12,013-86.6% | $10,363-84.5% | $13,397-88.0% |