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 | $165,714 | $176,056-5.9% | $159,436+3.9% | $167,490-1.1% |
| Participation rate | 72.2% | 84.9%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 14.52% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,890 | $5,297-7.7% | $4,829+1.3% | $4,837+1.1% |
| Participant deferral / active EE | $12,979 | $7,750+67.5% | $7,352+76.5% | $6,341+104.7% |
| Admin fee / account holder | $6,768 | $12,554-46.1% | $10,799-37.3% | $12,309-45.0% |