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 | $149,894 | $99,020+51.4% | $86,590+73.1% | $147,584+1.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 18.94% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,905 | $3,132+24.7% | $2,839+37.5% | $4,876-19.9% |
| Participant deferral / active EE | $7,154 | $3,972+80.1% | $3,609+98.2% | $5,439+31.5% |
| Admin fee / account holder | $29,075 | $5,710+409.2% | $4,906+492.7% | $10,885+167.1% |