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 | $89,547 | $209,411-57.2% | $178,490-49.8% | $158,922-43.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.47% | 188.75%-163.3pp | 151.07%-125.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $1,922 | $5,706-66.3% | $5,011-61.6% | $4,761-59.6% |
| Participant deferral / active EE | $7,179 | $5,954+20.6% | $5,202+38.0% | $5,982+20.0% |
| Admin fee / account holder | $4,250 | $17,074-75.1% | $13,984-69.6% | $11,246-62.2% |