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 | $95,337 | $106,890-10.8% | $84,015+13.5% | $152,861-37.6% |
| Participation rate | 95.8% | 75.2%+20.6pp | 69.0%+26.8pp | 82.4%+13.4pp |
| Annual return | 17.14% | 104.99%-87.8pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $5,568 | $2,734+103.6% | $1,983+180.7% | $4,762+16.9% |
| Participant deferral / active EE | $5,603 | $4,011+39.7% | $3,239+73.0% | $5,850-4.2% |
| Admin fee / account holder | $13,301 | $8,285+60.5% | $6,101+118.0% | $11,596+14.7% |