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 | $123,002 | $209,832-41.4% | $189,513-35.1% | $167,490-26.6% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 32.96% | 748.27%-715.3pp | 555.15%-522.2pp | 478.56%-445.6pp |
| Employer contribution / active EE | $4,432 | $6,914-35.9% | $6,162-28.1% | $4,837-8.4% |
| Participant deferral / active EE | $8,617 | $8,935-3.6% | $8,221+4.8% | $6,341+35.9% |
| Admin fee / account holder | $469 | $14,293-96.7% | $12,045-96.1% | $12,309-96.2% |