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 | $246,039 | $111,724+120.2% | $93,606+162.8% | $145,922+68.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 12.34% | 202.98%-190.6pp | 133.20%-120.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,710 | $3,090-44.7% | $2,420-29.3% | $4,660-63.3% |
| Participant deferral / active EE | $3,139 | $4,912-36.1% | $4,411-28.9% | $6,688-53.1% |
| Admin fee / account holder | $3,154 | $10,250-69.2% | $8,285-61.9% | $13,397-76.5% |