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 | $201,456 | $118,849+69.5% | $96,562+108.6% | $167,490+20.3% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 10.64% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,008 | $3,120-67.7% | $2,356-57.2% | $4,837-79.2% |
| Participant deferral / active EE | $4,034 | $4,616-12.6% | $3,849+4.8% | $6,341-36.4% |
| Admin fee / account holder | $3,736 | $8,065-53.7% | $6,181-39.6% | $12,309-69.6% |