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 | $178,763 | $97,744+82.9% | $103,476+72.8% | $145,922+22.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 20.30% | 25.41%-5.1pp | 23.90%-3.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $8,338 | $4,677+78.3% | $4,672+78.5% | $4,660+78.9% |
| Participant deferral / active EE | $8,055 | $6,603+22.0% | $6,623+21.6% | $6,688+20.4% |
| Admin fee / account holder | $1,612 | $12,515-87.1% | $9,413-82.9% | $13,397-88.0% |