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 | $186,750 | $165,984+12.5% | $164,813+13.3% | $145,922+28.0% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 15.02% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $13,943 | $5,273+164.4% | $4,341+221.2% | $4,660+199.2% |
| Participant deferral / active EE | $2,295 | $6,959-67.0% | $6,031-62.0% | $6,688-65.7% |
| Admin fee / account holder | $13,661 | $16,648-17.9% | $12,690+7.7% | $13,397+2.0% |