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 | $149,062 | $58,208+156.1% | $81,812+82.2% | $80,856+84.4% |
| Participation rate | 76.9% | 63.4%+13.5pp | 72.3%+4.6pp | 67.6%+9.3pp |
| Annual return | 12.30% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,304 | $2,340-1.5% | $2,912-20.9% | $2,755-16.4% |
| Participant deferral / active EE | $6,123 | $3,281+86.6% | $4,319+41.8% | $4,296+42.5% |
| Admin fee / account holder | $1,116 | $4,981-77.6% | $7,386-84.9% | $6,918-83.9% |