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 | $123,709 | $103,376+19.7% | $87,100+42.0% | $152,861-19.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.22% | 28.10%-6.9pp | 28.19%-7.0pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,768 | $3,220-14.0% | $2,521+9.8% | $4,762-41.9% |
| Participant deferral / active EE | $5,173 | $4,778+8.3% | $4,049+27.8% | $5,850-11.6% |
| Admin fee / account holder | $1,250 | $12,205-89.8% | $7,497-83.3% | $11,596-89.2% |