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 | $179,300 | $63,346+183.0% | $92,233+94.4% | $70,131+155.7% |
| Participation rate | 81.5% | 68.7%+12.8pp | 76.5%+5.0pp | 69.5%+11.9pp |
| Annual return | 16.12% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,036 | $2,471+22.9% | $3,679-17.5% | $2,342+29.6% |
| Participant deferral / active EE | $5,075 | $2,854+77.8% | $3,897+30.2% | $3,332+52.3% |
| Admin fee / account holder | $3,069 | $3,840-20.1% | $5,194-40.9% | $4,645-33.9% |