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 | $70,515 | $115,770-39.1% | $101,248-30.4% | $158,922-55.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 24.13% | 56.14%-32.0pp | 46.47%-22.3pp | 302.83%-278.7pp |
| Employer contribution / active EE | $28,989 | $4,175+594.4% | $3,660+692.1% | $4,761+508.9% |
| Participant deferral / active EE | $4,226 | $4,957-14.8% | $4,370-3.3% | $5,982-29.4% |
| Admin fee / account holder | $609 | $7,245-91.6% | $5,945-89.7% | $11,246-94.6% |