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 | $131,793 | $99,020+33.1% | $86,590+52.2% | $147,584-10.7% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 23.08% | 1312.34%-1289.3pp | 964.84%-941.8pp | 578.55%-555.5pp |
| Employer contribution / active EE | $4,022 | $3,132+28.4% | $2,839+41.7% | $4,876-17.5% |
| Participant deferral / active EE | $5,575 | $3,972+40.4% | $3,609+54.5% | $5,439+2.5% |
| Admin fee / account holder | $500 | $5,710-91.2% | $4,906-89.8% | $10,885-95.4% |