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 | $84,325 | $102,317-17.6% | $146,958-42.6% | $80,856+4.3% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 22.65% | 134.76%-112.1pp | 418.34%-395.7pp | 35.59%-12.9pp |
| Employer contribution / active EE | $3,162 | $3,713-14.8% | $4,933-35.9% | $2,755+14.8% |
| Participant deferral / active EE | $7,166 | $6,644+7.9% | $8,070-11.2% | $4,296+66.8% |
| Admin fee / account holder | $3,066 | $7,941-61.4% | $12,998-76.4% | $6,918-55.7% |