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 | $162,055 | $48,570+233.7% | $130,648+24.0% | $72,985+122.0% |
| Participation rate | 78.6% | 58.6%+20.0pp | 71.7%+6.8pp | 69.5%+9.1pp |
| Annual return | 21.66% | 38.63%-17.0pp | 1708.96%-1687.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $9,806 | $1,334+635.0% | $4,092+139.7% | $2,440+301.9% |
| Participant deferral / active EE | $8,596 | $2,384+260.6% | $3,603+138.6% | $3,607+138.3% |
| Admin fee / account holder | $987 | $3,549-72.2% | $5,464-81.9% | $5,124-80.7% |