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 | $110,925 | $202,318-45.2% | $172,739-35.8% | $152,861-27.4% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 24.32% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,521 | $5,856-39.9% | $5,143-31.5% | $4,762-26.1% |
| Participant deferral / active EE | $4,913 | $5,948-17.4% | $5,198-5.5% | $5,850-16.0% |
| Admin fee / account holder | $888 | $17,109-94.8% | $13,954-93.6% | $11,596-92.3% |