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 | $195,098 | $115,770+68.5% | $101,248+92.7% | $158,922+22.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 19.34% | 56.14%-36.8pp | 46.47%-27.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $4,500 | $4,175+7.8% | $3,660+23.0% | $4,761-5.5% |
| Participant deferral / active EE | $15,506 | $4,957+212.8% | $4,370+254.8% | $5,982+159.2% |
| Admin fee / account holder | $564 | $7,245-92.2% | $5,945-90.5% | $11,246-95.0% |