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 | $127,431 | $102,966+23.8% | $90,281+41.1% | $152,861-16.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 20.05% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,632 | $3,139+79.5% | $2,854+97.3% | $4,762+18.3% |
| Participant deferral / active EE | $7,414 | $4,281+73.2% | $3,885+90.8% | $5,850+26.7% |
| Admin fee / account holder | $10,509 | $6,171+70.3% | $5,351+96.4% | $11,596-9.4% |