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 | $86,625 | $209,411-58.6% | $178,490-51.5% | $158,922-45.5% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 14.18% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $6,033 | $5,706+5.7% | $5,011+20.4% | $4,761+26.7% |
| Participant deferral / active EE | $8,439 | $5,954+41.7% | $5,202+62.2% | $5,982+41.1% |
| Admin fee / account holder | $1,583 | $17,074-90.7% | $13,984-88.7% | $11,246-85.9% |