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 | $146,750 | $209,411-29.9% | $178,490-17.8% | $158,922-7.7% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 11.94% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,195 | $5,706-44.0% | $5,011-36.2% | $4,761-32.9% |
| Participant deferral / active EE | $7,213 | $5,954+21.1% | $5,202+38.7% | $5,982+20.6% |
| Admin fee / account holder | $1,396 | $17,074-91.8% | $13,984-90.0% | $11,246-87.6% |