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 | $139,833 | $226,064-38.1% | $182,532-23.4% | $152,861-8.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.11% | 192.51%-168.4pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $5,065 | $4,978+1.7% | $4,076+24.3% | $4,762+6.4% |
| Participant deferral / active EE | $5,887 | $6,368-7.6% | $5,524+6.6% | $5,850+0.6% |
| Admin fee / account holder | $1,352 | $10,703-87.4% | $8,592-84.3% | $11,596-88.3% |