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 | $104,249 | $209,411-50.2% | $178,490-41.6% | $158,922-34.4% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 21.20% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $4,942 | $5,706-13.4% | $5,011-1.4% | $4,761+3.8% |
| Participant deferral / active EE | $9,855 | $5,954+65.5% | $5,202+89.5% | $5,982+64.7% |
| Admin fee / account holder | $6,295 | $17,074-63.1% | $13,984-55.0% | $11,246-44.0% |