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 | $90,021 | $69,207+30.1% | $64,056+40.5% | $139,434-35.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 177.01% | 45.88%+131.1pp | 33.69%+143.3pp | 372.94%-195.9pp |
| Employer contribution / active EE | $4,154 | $3,182+30.5% | $2,747+51.2% | $4,751-12.6% |
| Participant deferral / active EE | $10,127 | $4,682+116.3% | $3,880+161.0% | $6,710+50.9% |
| Admin fee / account holder | $1,467 | $4,244-65.4% | $3,068-52.2% | $11,403-87.1% |