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 | $117,179 | $109,327+7.2% | $89,391+31.1% | $158,922-26.3% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 11.24% | 345.68%-334.4pp | 245.62%-234.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $8,868 | $3,170+179.8% | $2,586+243.0% | $4,761+86.3% |
| Participant deferral / active EE | $8,370 | $4,598+82.0% | $3,890+115.2% | $5,982+39.9% |
| Admin fee / account holder | $1,304 | $6,153-78.8% | $4,881-73.3% | $11,246-88.4% |