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 | $134,089 | $209,411-36.0% | $178,490-24.9% | $158,922-15.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 13.01% | 188.75%-175.7pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,948 | $5,706-13.3% | $5,011-1.3% | $4,761+3.9% |
| Participant deferral / active EE | $3,076 | $5,954-48.3% | $5,202-40.9% | $5,982-48.6% |
| Admin fee / account holder | $394 | $17,074-97.7% | $13,984-97.2% | $11,246-96.5% |