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 | $71,290 | $63,346+12.5% | $92,233-22.7% | $70,131+1.7% |
| Participation rate | 81.3% | 68.7%+12.6pp | 76.5%+4.8pp | 69.5%+11.7pp |
| Annual return | 14.60% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,192 | $2,471-11.3% | $3,679-40.4% | $2,342-6.4% |
| Participant deferral / active EE | $3,829 | $2,854+34.2% | $3,897-1.7% | $3,332+14.9% |
| Admin fee / account holder | $1,324 | $3,840-65.5% | $5,194-74.5% | $4,645-71.5% |