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 9-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 | $108,938 | $112,096-2.8% | $95,952+13.5% | $158,922-31.5% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 11.07% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $6,974 | $3,198+118.1% | $2,541+174.5% | $4,761+46.5% |
| Participant deferral / active EE | $4,580 | $4,784-4.3% | $4,167+9.9% | $5,982-23.4% |
| Admin fee / account holder | $1,239 | $10,130-87.8% | $6,795-81.8% | $11,246-89.0% |