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 | $94,134 | $88,751+6.1% | $81,812+15.1% | $145,922-35.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.64% | 1025.40%-1009.8pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $984 | $3,083-68.1% | $2,912-66.2% | $4,660-78.9% |
| Participant deferral / active EE | $2,016 | $4,643-56.6% | $4,319-53.3% | $6,688-69.9% |
| Admin fee / account holder | $3,864 | $8,415-54.1% | $7,386-47.7% | $13,397-71.2% |