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 | $109,479 | $209,411-47.7% | $178,490-38.7% | $158,922-31.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 6.88% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-295.9pp |
| Employer contribution / active EE | $11,717 | $5,706+105.3% | $5,011+133.8% | $4,761+146.1% |
| Participant deferral / active EE | $11,054 | $5,954+85.6% | $5,202+112.5% | $5,982+84.8% |
| Admin fee / account holder | $4,022 | $17,074-76.4% | $13,984-71.2% | $11,246-64.2% |