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 | $69,437 | $210,648-67.0% | $177,989-61.0% | $145,922-52.4% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 16.29% | 385.86%-369.6pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,759 | $4,565-61.5% | $3,949-55.5% | $4,660-62.3% |
| Participant deferral / active EE | $6,410 | $6,958-7.9% | $6,276+2.1% | $6,688-4.1% |
| Admin fee / account holder | $10,223 | $12,013-14.9% | $10,363-1.4% | $13,397-23.7% |