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 | $217,711 | $148,534+46.6% | $135,903+60.2% | $139,434+56.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.85% | 79.19%-61.3pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $6,780 | $5,243+29.3% | $4,856+39.6% | $4,751+42.7% |
| Participant deferral / active EE | $6,894 | $8,100-14.9% | $7,758-11.1% | $6,710+2.7% |
| Admin fee / account holder | $312 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |