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 | $212,051 | $209,411+1.3% | $178,490+18.8% | $158,922+33.4% |
| Participation rate | 88.2% | 86.3%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 27.08% | 188.75%-161.7pp | 151.07%-124.0pp | 302.83%-275.7pp |
| Employer contribution / active EE | $4,850 | $5,706-15.0% | $5,011-3.2% | $4,761+1.9% |
| Participant deferral / active EE | $4,431 | $5,954-25.6% | $5,202-14.8% | $5,982-25.9% |
| Admin fee / account holder | $2,249 | $17,074-86.8% | $13,984-83.9% | $11,246-80.0% |