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 | $91,119 | $108,642-16.1% | $74,701+22.0% | $152,861-40.4% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 19.25% | 114.06%-94.8pp | 752.92%-733.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $9,302 | $1,503+518.9% | $1,084+758.4% | $4,762+95.3% |
| Participant deferral / active EE | $1,891 | $2,712-30.3% | $1,964-3.7% | $5,850-67.7% |
| Admin fee / account holder | $834 | $4,902-83.0% | $3,333-75.0% | $11,596-92.8% |