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 | $245,563 | $112,096+119.1% | $95,952+155.9% | $158,922+54.5% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 12.63% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,341 | $3,198+35.7% | $2,541+70.8% | $4,761-8.8% |
| Participant deferral / active EE | $9,081 | $4,784+89.8% | $4,167+117.9% | $5,982+51.8% |
| Admin fee / account holder | $4,779 | $10,130-52.8% | $6,795-29.7% | $11,246-57.5% |