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 | $118,037 | $74,888+57.6% | $71,209+65.8% | $142,382-17.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 15.25% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,825 | $2,854+104.1% | $2,721+114.1% | $4,299+35.5% |
| Participant deferral / active EE | $10,199 | $4,454+129.0% | $4,175+144.3% | $6,507+56.7% |
| Admin fee / account holder | $2,423 | $5,568-56.5% | $5,349-54.7% | $12,624-80.8% |