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 | $103,949 | $175,202-40.7% | $149,673-30.5% | $139,434-25.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.43% | 166.71%-145.3pp | 134.42%-113.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $9,169 | $5,474+67.5% | $4,818+90.3% | $4,751+93.0% |
| Participant deferral / active EE | $10,240 | $6,519+57.1% | $5,680+80.3% | $6,710+52.6% |
| Admin fee / account holder | $559 | $16,150-96.5% | $13,210-95.8% | $11,403-95.1% |