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 | $133,395 | $150,440-11.3% | $136,294-2.1% | $147,584-9.6% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 16.55% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,486 | $5,256-71.7% | $4,695-68.3% | $4,876-69.5% |
| Participant deferral / active EE | $5,949 | $6,630-10.3% | $6,247-4.8% | $5,439+9.4% |
| Admin fee / account holder | $5,051 | $10,905-53.7% | $9,243-45.4% | $10,885-53.6% |