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 | $79,949 | $109,327-26.9% | $89,391-10.6% | $158,922-49.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.94% | 345.68%-331.7pp | 245.62%-231.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $6,250 | $3,170+97.2% | $2,586+141.7% | $4,761+31.3% |
| Participant deferral / active EE | $8,156 | $4,598+77.4% | $3,890+109.7% | $5,982+36.3% |
| Admin fee / account holder | $776 | $6,153-87.4% | $4,881-84.1% | $11,246-93.1% |