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 | $179,314 | $90,600+97.9% | $79,464+125.7% | $135,375+32.5% |
| Participation rate | 91.3% | 76.0%+15.3pp | 73.3%+18.0pp | 82.6%+8.7pp |
| Annual return | 9.16% | 977.43%-968.3pp | 718.14%-709.0pp | 519.73%-510.6pp |
| Employer contribution / active EE | $11,989 | $3,068+290.8% | $2,800+328.1% | $4,779+150.9% |
| Participant deferral / active EE | $3,918 | $4,050-3.3% | $3,704+5.8% | $5,609-30.1% |
| Admin fee / account holder | $3,508 | $5,907-40.6% | $5,113-31.4% | $10,827-67.6% |