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 | $176,382 | $168,632+4.6% | $147,614+19.5% | $125,391+40.7% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -0.60% | 77.65%-78.3pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $8,158 | $6,252+30.5% | $5,564+46.6% | $4,866+67.7% |
| Participant deferral / active EE | $5,606 | $5,507+1.8% | $4,895+14.5% | $5,352+4.8% |
| Admin fee / account holder | $1,808 | $13,580-86.7% | $11,611-84.4% | $9,540-81.0% |