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 | $233,017 | $100,852+131.0% | $90,404+157.8% | $158,922+46.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 13.02% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,444 | $3,689-33.7% | $3,262-25.1% | $4,761-48.7% |
| Participant deferral / active EE | $3,369 | $4,348-22.5% | $3,963-15.0% | $5,982-43.7% |
| Admin fee / account holder | $3,895 | $6,501-40.1% | $5,611-30.6% | $11,246-65.4% |