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 | $148,576 | $115,770+28.3% | $101,248+46.7% | $158,922-6.5% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 34.84% | 56.14%-21.3pp | 46.47%-11.6pp | 302.83%-268.0pp |
| Employer contribution / active EE | $2,196 | $4,175-47.4% | $3,660-40.0% | $4,761-53.9% |
| Participant deferral / active EE | $6,343 | $4,957+28.0% | $4,370+45.2% | $5,982+6.0% |
| Admin fee / account holder | $6,184 | $7,245-14.6% | $5,945+4.0% | $11,246-45.0% |