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 | $155,859 | $159,901-2.5% | $146,958+6.1% | $145,922+6.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 23.47% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $4,808 | $5,286-9.0% | $4,933-2.5% | $4,660+3.2% |
| Participant deferral / active EE | $4,521 | $8,428-46.4% | $8,070-44.0% | $6,688-32.4% |
| Admin fee / account holder | $2,492 | $15,044-83.4% | $12,998-80.8% | $13,397-81.4% |