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 | $122,539 | $74,888+63.6% | $71,209+72.1% | $142,382-13.9% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 16.78% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,888 | $2,854+36.2% | $2,721+42.9% | $4,299-9.6% |
| Participant deferral / active EE | $6,906 | $4,454+55.0% | $4,175+65.4% | $6,507+6.1% |
| Admin fee / account holder | $1,817 | $5,568-67.4% | $5,349-66.0% | $12,624-85.6% |