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 | $155,357 | $104,974+48.0% | $95,585+62.5% | $142,382+9.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 12.82% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $5,675 | $2,779+104.2% | $2,527+124.6% | $4,299+32.0% |
| Participant deferral / active EE | $11,484 | $4,352+163.9% | $4,023+185.5% | $6,507+76.5% |
| Admin fee / account holder | $6,363 | $6,386-0.4% | $6,127+3.8% | $12,624-49.6% |