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 | $178,015 | $159,901+11.3% | $146,958+21.1% | $145,922+22.0% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 15.41% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,626 | $5,286-12.5% | $4,933-6.2% | $4,660-0.7% |
| Participant deferral / active EE | $9,594 | $8,428+13.8% | $8,070+18.9% | $6,688+43.5% |
| Admin fee / account holder | $5,995 | $15,044-60.1% | $12,998-53.9% | $13,397-55.3% |