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 | $72,290 | $70,606+2.4% | $53,898+34.1% | $142,382-49.2% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 12.42% | 619.81%-607.4pp | 528.60%-516.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,785 | $1,202+131.7% | $932+198.8% | $4,299-35.2% |
| Participant deferral / active EE | $3,318 | $2,364+40.4% | $1,826+81.7% | $6,507-49.0% |
| Admin fee / account holder | $2,724 | $2,852-4.5% | $2,491+9.3% | $12,624-78.4% |