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 | $82,939 | $48,795+70.0% | $65,493+26.6% | $84,808-2.2% |
| Participation rate | 70.1% | 67.0%+3.2pp | 73.1%-3.0pp | 68.3%+1.8pp |
| Annual return | 25.34% | 20.20%+5.1pp | 982.45%-957.1pp | 40.90%-15.6pp |
| Employer contribution / active EE | $2,129 | $1,930+10.3% | $2,574-17.3% | $2,631-19.1% |
| Participant deferral / active EE | $6,261 | $2,928+113.8% | $3,961+58.1% | $4,212+48.7% |
| Admin fee / account holder | $4,908 | $3,877+26.6% | $5,028-2.4% | $7,344-33.2% |