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 | $131,695 | $118,680+11.0% | $98,907+33.1% | $158,922-17.1% |
| Participation rate | 70.6% | 77.8%-7.2pp | 76.0%-5.4pp | 82.0%-11.4pp |
| Annual return | 14.91% | 372.35%-357.4pp | 196.43%-181.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,717 | $3,333-48.5% | $2,689-36.1% | $4,761-63.9% |
| Participant deferral / active EE | $3,301 | $5,088-35.1% | $4,244-22.2% | $5,982-44.8% |
| Admin fee / account holder | $6,971 | $10,131-31.2% | $6,642+5.0% | $11,246-38.0% |