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 | $138,659 | $115,770+19.8% | $101,248+36.9% | $158,922-12.8% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 43.35% | 56.14%-12.8pp | 46.47%-3.1pp | 302.83%-259.5pp |
| Employer contribution / active EE | $5,371 | $4,175+28.7% | $3,660+46.8% | $4,761+12.8% |
| Participant deferral / active EE | $10,774 | $4,957+117.3% | $4,370+146.5% | $5,982+80.1% |
| Admin fee / account holder | $1,808 | $7,245-75.0% | $5,945-69.6% | $11,246-83.9% |