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 8-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 | $200,960 | $105,126+91.2% | $94,646+112.3% | $139,434+44.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 58.99% | 38.03%+21.0pp | 156.71%-97.7pp | 372.94%-313.9pp |
| Employer contribution / active EE | $4,744 | $4,106+15.5% | $3,672+29.2% | $4,751-0.2% |
| Participant deferral / active EE | $13,535 | $7,599+78.1% | $7,418+82.5% | $6,710+101.7% |
| Admin fee / account holder | $6,157 | $8,984-31.5% | $7,231-14.8% | $11,403-46.0% |