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 | $166,748 | $104,907+58.9% | $84,611+97.1% | $152,861+9.1% |
| Participation rate | 92.9% | 74.8%+18.0pp | 68.2%+24.6pp | 82.4%+10.4pp |
| Annual return | 22.16% | 373.79%-351.6pp | 258.74%-236.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $10,525 | $3,302+218.8% | $2,652+296.9% | $4,762+121.0% |
| Participant deferral / active EE | $9,689 | $4,688+106.7% | $3,899+148.5% | $5,850+65.6% |
| Admin fee / account holder | $22,511 | $6,241+260.7% | $4,912+358.3% | $11,596+94.1% |