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 | $121,839 | $57,354+112.4% | $83,848+45.3% | $64,186+89.8% |
| Participation rate | 90.9% | 68.6%+22.3pp | 76.1%+14.8pp | 69.6%+21.3pp |
| Annual return | 3.43% | 11.38%-7.9pp | 850.88%-847.4pp | 7.63%-4.2pp |
| Employer contribution / active EE | $3,660 | $2,545+43.8% | $3,631+0.8% | $2,381+53.7% |
| Participant deferral / active EE | $6,003 | $2,993+100.5% | $4,082+47.1% | $3,470+73.0% |
| Admin fee / account holder | $9,381 | $4,046+131.9% | $5,478+71.2% | $4,888+91.9% |