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 9-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 | $84,112 | $78,926+6.6% | $136,749-38.5% | $84,808-0.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 19.11% | 18.17%+0.9pp | 24.33%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $11,787 | $2,134+452.3% | $3,400+246.7% | $2,631+348.0% |
| Participant deferral / active EE | $10,536 | $3,168+232.5% | $4,692+124.6% | $4,212+150.2% |
| Admin fee / account holder | $9,316 | $6,369+46.3% | $11,386-18.2% | $7,344+26.9% |