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 | $135,923 | $118,849+14.4% | $96,562+40.8% | $167,490-18.8% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 24.73% | 50.49%-25.8pp | 37.78%-13.1pp | 478.56%-453.8pp |
| Employer contribution / active EE | $2,860 | $3,120-8.3% | $2,356+21.4% | $4,837-40.9% |
| Participant deferral / active EE | $5,682 | $4,616+23.1% | $3,849+47.6% | $6,341-10.4% |
| Admin fee / account holder | $14,423 | $8,065+78.8% | $6,181+133.4% | $12,309+17.2% |