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 | $63,668 | $100,901-36.9% | $75,670-15.9% | $147,584-56.9% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.3%+11.0pp | 82.8%+0.5pp |
| Annual return | 224.28% | 35.78%+188.5pp | 27.34%+196.9pp | 578.55%-354.3pp |
| Employer contribution / active EE | $2,095 | $3,253-35.6% | $2,352-10.9% | $4,876-57.0% |
| Participant deferral / active EE | $14,456 | $4,027+259.0% | $3,142+360.0% | $5,439+165.8% |
| Admin fee / account holder | $755 | $11,285-93.3% | $5,800-87.0% | $10,885-93.1% |