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 | $200,748 | $99,020+102.7% | $86,590+131.8% | $147,584+36.0% |
| Participation rate | 86.4% | 76.3%+10.0pp | 73.5%+12.8pp | 82.8%+3.5pp |
| Annual return | 16.43% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $17,209 | $3,132+449.5% | $2,839+506.1% | $4,876+252.9% |
| Participant deferral / active EE | $12,771 | $3,972+221.5% | $3,609+253.9% | $5,439+134.8% |
| Admin fee / account holder | $324 | $5,710-94.3% | $4,906-93.4% | $10,885-97.0% |