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 | $132,480 | $65,561+102.1% | $86,188+53.7% | $75,163+76.3% |
| Participation rate | 92.2% | 60.5%+31.7pp | 69.0%+23.2pp | 67.2%+25.0pp |
| Annual return | 14.11% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,178 | $1,553+169.1% | $2,380+75.5% | $2,670+56.5% |
| Participant deferral / active EE | $12,114 | $3,024+300.6% | $3,985+204.0% | $4,125+193.7% |
| Admin fee / account holder | $5,651 | $5,474+3.2% | $6,852-17.5% | $5,6510% |