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 | $76,363 | $157,256-51.4% | $141,162-45.9% | $152,861-50.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 25.45% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,660 | $5,261-11.4% | $4,735-1.6% | $4,762-2.1% |
| Participant deferral / active EE | $9,968 | $7,109+40.2% | $6,709+48.6% | $5,850+70.4% |
| Admin fee / account holder | $8,545 | $12,120-29.5% | $10,261-16.7% | $11,596-26.3% |