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 | $192,709 | $127,777+50.8% | $106,548+80.9% | $167,490+15.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.67% | 33.87%-23.2pp | 26.80%-16.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $7,870 | $3,427+129.7% | $2,819+179.2% | $4,837+62.7% |
| Participant deferral / active EE | $13,045 | $5,087+156.4% | $4,398+196.6% | $6,341+105.7% |
| Admin fee / account holder | $65,652 | $11,228+484.7% | $7,407+786.3% | $12,309+433.4% |