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 | $173,408 | $102,317+69.5% | $146,958+18.0% | $80,856+114.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 14.00% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,549 | $3,713-4.4% | $4,933-28.1% | $2,755+28.8% |
| Participant deferral / active EE | $7,462 | $6,644+12.3% | $8,070-7.5% | $4,296+73.7% |
| Admin fee / account holder | $5,913 | $7,941-25.5% | $12,998-54.5% | $6,918-14.5% |