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 | $96,593 | $109,817-12.0% | $98,442-1.9% | $167,490-42.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 17.07% | 1956.69%-1939.6pp | 1492.73%-1475.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,240 | $3,224-30.5% | $2,960-24.3% | $4,837-53.7% |
| Participant deferral / active EE | $4,939 | $4,673+5.7% | $4,276+15.5% | $6,341-22.1% |
| Admin fee / account holder | $636 | $6,753-90.6% | $5,949-89.3% | $12,309-94.8% |