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 | $160,884 | $159,901+0.6% | $146,958+9.5% | $145,922+10.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 17.93% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $8,122 | $5,286+53.7% | $4,933+64.7% | $4,660+74.3% |
| Participant deferral / active EE | $4,237 | $8,428-49.7% | $8,070-47.5% | $6,688-36.6% |
| Admin fee / account holder | $6,227 | $15,044-58.6% | $12,998-52.1% | $13,397-53.5% |