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 | $117,896 | $65,561+79.8% | $86,188+36.8% | $75,163+56.9% |
| Participation rate | 95.5% | 60.5%+35.0pp | 69.0%+26.5pp | 67.2%+28.3pp |
| Annual return | 18.22% | 46.05%-27.8pp | 1168.45%-1150.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,325 | $1,553-14.7% | $2,380-44.3% | $2,670-50.4% |
| Participant deferral / active EE | $7,014 | $3,024+132.0% | $3,985+76.0% | $4,125+70.0% |
| Admin fee / account holder | $3,364 | $5,474-38.6% | $6,852-50.9% | $5,651-40.5% |