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 | $151,141 | $217,402-30.5% | $185,823-18.7% | $167,490-9.8% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 16.69% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,695 | $5,873-54.1% | $5,167-47.8% | $4,837-44.3% |
| Participant deferral / active EE | $7,485 | $6,356+17.8% | $5,568+34.4% | $6,341+18.0% |
| Admin fee / account holder | $1,217 | $19,811-93.9% | $16,237-92.5% | $12,309-90.1% |