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 | $133,192 | $104,907+27.0% | $84,611+57.4% | $152,861-12.9% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 30.94% | 373.79%-342.8pp | 258.74%-227.8pp | 345.32%-314.4pp |
| Employer contribution / active EE | $2,124 | $3,302-35.7% | $2,652-19.9% | $4,762-55.4% |
| Participant deferral / active EE | $7,396 | $4,688+57.8% | $3,899+89.7% | $5,850+26.4% |
| Admin fee / account holder | $2,516 | $6,241-59.7% | $4,912-48.8% | $11,596-78.3% |