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 | $131,822 | $209,411-37.1% | $178,490-26.1% | $158,922-17.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 20.79% | 188.75%-168.0pp | 151.07%-130.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $8,792 | $5,706+54.1% | $5,011+75.5% | $4,761+84.7% |
| Participant deferral / active EE | $2,047 | $5,954-65.6% | $5,202-60.6% | $5,982-65.8% |
| Admin fee / account holder | $3,110 | $17,074-81.8% | $13,984-77.8% | $11,246-72.3% |