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 | $126,013 | $118,680+6.2% | $98,907+27.4% | $158,922-20.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 21.11% | 372.35%-351.2pp | 196.43%-175.3pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,583 | $3,333-52.5% | $2,689-41.1% | $4,761-66.8% |
| Participant deferral / active EE | $2,939 | $5,088-42.2% | $4,244-30.8% | $5,982-50.9% |
| Admin fee / account holder | $2,099 | $10,131-79.3% | $6,642-68.4% | $11,246-81.3% |