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 | $109,532 | $102,966+6.4% | $90,281+21.3% | $152,861-28.3% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 18.52% | 95.16%-76.6pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $4,664 | $3,139+48.6% | $2,854+63.4% | $4,762-2.1% |
| Participant deferral / active EE | $3,106 | $4,281-27.5% | $3,885-20.1% | $5,850-46.9% |
| Admin fee / account holder | $697 | $6,171-88.7% | $5,351-87.0% | $11,596-94.0% |