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 | $94,932 | $118,680-20.0% | $98,907-4.0% | $158,922-40.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 16.91% | 372.35%-355.4pp | 196.43%-179.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,493 | $3,333+4.8% | $2,689+29.9% | $4,761-26.6% |
| Participant deferral / active EE | $9,154 | $5,088+79.9% | $4,244+115.7% | $5,982+53.0% |
| Admin fee / account holder | $15,400 | $10,131+52.0% | $6,642+131.9% | $11,246+36.9% |