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 | $88,384 | $104,907-15.8% | $84,611+4.5% | $152,861-42.2% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 20.15% | 373.79%-353.6pp | 258.74%-238.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,752 | $3,302-46.9% | $2,652-33.9% | $4,762-63.2% |
| Participant deferral / active EE | $3,536 | $4,688-24.6% | $3,899-9.3% | $5,850-39.6% |
| Admin fee / account holder | $3,648 | $6,241-41.5% | $4,912-25.7% | $11,596-68.5% |