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 | $86,363 | $63,346+36.3% | $92,233-6.4% | $70,131+23.1% |
| Participation rate | 90.3% | 68.7%+21.6pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 20.28% | 530.12%-509.8pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $3,497 | $2,471+41.5% | $3,679-4.9% | $2,342+49.3% |
| Participant deferral / active EE | $2,657 | $2,854-6.9% | $3,897-31.8% | $3,332-20.2% |
| Admin fee / account holder | $2,541 | $3,840-33.8% | $5,194-51.1% | $4,645-45.3% |