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 | $151,879 | $105,998+43.3% | $92,233+64.7% | $147,584+2.9% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 15.70% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,854 | $4,333-34.1% | $3,679-22.4% | $4,876-41.5% |
| Participant deferral / active EE | $6,024 | $4,478+34.5% | $3,897+54.6% | $5,439+10.8% |
| Admin fee / account holder | $2,838 | $6,332-55.2% | $5,194-45.4% | $10,885-73.9% |