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 | $163,850 | $99,020+65.5% | $86,590+89.2% | $147,584+11.0% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 18.92% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,145 | $3,132-63.5% | $2,839-59.7% | $4,876-76.5% |
| Participant deferral / active EE | $8,123 | $3,972+104.5% | $3,609+125.1% | $5,439+49.4% |
| Admin fee / account holder | $842 | $5,710-85.3% | $4,906-82.8% | $10,885-92.3% |