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 | $110,680 | $58,208+90.1% | $81,812+35.3% | $80,856+36.9% |
| Participation rate | 96.6% | 63.4%+33.1pp | 72.3%+24.2pp | 67.6%+28.9pp |
| Annual return | 20.84% | 41.66%-20.8pp | 773.79%-753.0pp | 35.59%-14.8pp |
| Employer contribution / active EE | $4,355 | $2,340+86.1% | $2,912+49.5% | $2,755+58.1% |
| Participant deferral / active EE | $13,044 | $3,281+297.6% | $4,319+202.0% | $4,296+203.6% |
| Admin fee / account holder | $13,517 | $4,981+171.3% | $7,386+83.0% | $6,918+95.4% |