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 | $195,554 | $189,613+3.1% | $167,512+16.7% | $142,382+37.3% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 21.16% | 2024.68%-2003.5pp | 1615.79%-1594.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,068 | $4,349-6.5% | $3,882+4.8% | $4,299-5.4% |
| Participant deferral / active EE | $11,384 | $6,981+63.1% | $6,405+77.7% | $6,507+74.9% |
| Admin fee / account holder | $52,392 | $10,528+397.6% | $9,769+436.3% | $12,624+315.0% |