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 | $67,520 | $175,202-61.5% | $149,673-54.9% | $139,434-51.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 42.69% | 166.71%-124.0pp | 134.42%-91.7pp | 372.94%-330.3pp |
| Employer contribution / active EE | $3,896 | $5,474-28.8% | $4,818-19.1% | $4,751-18.0% |
| Participant deferral / active EE | $6,485 | $6,519-0.5% | $5,680+14.2% | $6,710-3.4% |
| Admin fee / account holder | $554 | $16,150-96.6% | $13,210-95.8% | $11,403-95.1% |