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 | $75,011 | $176,056-57.4% | $159,436-53.0% | $167,490-55.2% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 10.94% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $5,672 | $5,297+7.1% | $4,829+17.4% | $4,837+17.2% |
| Participant deferral / active EE | $6,207 | $7,750-19.9% | $7,352-15.6% | $6,341-2.1% |
| Admin fee / account holder | $42,232 | $12,554+236.4% | $10,799+291.1% | $12,309+243.1% |