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 | $103,625 | $159,901-35.2% | $146,958-29.5% | $145,922-29.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 44.32% | 98.13%-53.8pp | 418.34%-374.0pp | 561.29%-517.0pp |
| Employer contribution / active EE | $1,579 | $5,286-70.1% | $4,933-68.0% | $4,660-66.1% |
| Participant deferral / active EE | $6,133 | $8,428-27.2% | $8,070-24.0% | $6,688-8.3% |
| Admin fee / account holder | $533 | $15,044-96.5% | $12,998-95.9% | $13,397-96.0% |