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 | $70,533 | $202,318-65.1% | $172,739-59.2% | $152,861-53.9% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.4%+1.8pp |
| Annual return | 17.98% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.3pp |
| Employer contribution / active EE | $8,377 | $5,856+43.0% | $5,143+62.9% | $4,762+75.9% |
| Participant deferral / active EE | $5,024 | $5,948-15.5% | $5,198-3.3% | $5,850-14.1% |
| Admin fee / account holder | $2,976 | $17,109-82.6% | $13,954-78.7% | $11,596-74.3% |