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 | $141,284 | $108,919+29.7% | $100,391+40.7% | $145,922-3.2% |
| Participation rate | 93.3% | 82.9%+10.4pp | 81.5%+11.9pp | 80.3%+13.1pp |
| Annual return | 17.44% | 57.88%-40.4pp | 49.20%-31.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,926 | $4,419-11.2% | $3,942-0.4% | $4,660-15.7% |
| Participant deferral / active EE | $10,218 | $8,445+21.0% | $8,082+26.4% | $6,688+52.8% |
| Admin fee / account holder | $3,808 | $9,689-60.7% | $7,899-51.8% | $13,397-71.6% |