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 8-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 | $100,681 | $96,635+4.2% | $86,612+16.2% | $139,434-27.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 22.24% | 106.41%-84.2pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $6,596 | $3,263+102.1% | $3,022+118.2% | $4,751+38.8% |
| Participant deferral / active EE | $11,430 | $4,836+136.4% | $4,438+157.6% | $6,710+70.3% |
| Admin fee / account holder | $368 | $6,408-94.3% | $5,614-93.4% | $11,403-96.8% |