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 | $101,516 | $107,334-5.4% | $92,893+9.3% | $152,861-33.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 19.52% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,385 | $4,221-67.2% | $3,653-62.1% | $4,762-70.9% |
| Participant deferral / active EE | $2,091 | $4,845-56.8% | $4,236-50.6% | $5,850-64.3% |
| Admin fee / account holder | $753 | $7,079-89.4% | $5,794-87.0% | $11,596-93.5% |