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 | $137,080 | $106,543+28.7% | $91,220+50.3% | $134,475+1.9% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | 6.10% | 160.60%-154.5pp | 114.01%-107.9pp | 417.96%-411.9pp |
| Employer contribution / active EE | $2,350 | $3,331-29.4% | $2,850-17.5% | $4,740-50.4% |
| Participant deferral / active EE | $5,776 | $4,719+22.4% | $4,234+36.4% | $6,400-9.7% |
| Admin fee / account holder | $3,720 | $6,231-40.3% | $5,420-31.4% | $11,426-67.4% |