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 | $51,537 | $210,648-75.5% | $177,989-71.0% | $145,922-64.7% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 8.71% | 385.86%-377.2pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,825 | $4,565-16.2% | $3,949-3.1% | $4,660-17.9% |
| Participant deferral / active EE | $7,131 | $6,958+2.5% | $6,276+13.6% | $6,688+6.6% |
| Admin fee / account holder | $12,659 | $12,013+5.4% | $10,363+22.2% | $13,397-5.5% |