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 | $125,489 | $209,411-40.1% | $178,490-29.7% | $158,922-21.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.74% | 188.75%-166.0pp | 151.07%-128.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $4,350 | $5,706-23.8% | $5,011-13.2% | $4,761-8.6% |
| Participant deferral / active EE | $6,162 | $5,954+3.5% | $5,202+18.5% | $5,982+3.0% |
| Admin fee / account holder | $8,161 | $17,074-52.2% | $13,984-41.6% | $11,246-27.4% |