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 5-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 | $99,646 | $126,574-21.3% | $106,213-6.2% | $145,922-31.7% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 21.89% | 224.79%-202.9pp | 116.14%-94.3pp | 561.29%-539.4pp |
| Employer contribution / active EE | $6,569 | $3,730+76.1% | $3,171+107.1% | $4,660+41.0% |
| Participant deferral / active EE | $16,057 | $5,724+180.5% | $5,016+220.1% | $6,688+140.1% |
| Admin fee / account holder | $5,441 | $17,304-68.6% | $11,033-50.7% | $13,397-59.4% |