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 | $69,900 | $137,414-49.1% | $189,513-63.1% | $85,850-18.6% |
| Participation rate | 83.7% | 84.6%-0.9pp | 87.8%-4.1pp | 69.3%+14.4pp |
| Annual return | 13.06% | 38.14%-25.1pp | 555.15%-542.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,268 | $4,344-47.8% | $6,162-63.2% | $2,565-11.6% |
| Participant deferral / active EE | $3,994 | $6,260-36.2% | $8,221-51.4% | $3,952+1.1% |
| Admin fee / account holder | $1,921 | $8,630-77.7% | $12,045-84.1% | $6,260-69.3% |