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 | $210,832 | $175,202+20.3% | $149,673+40.9% | $139,434+51.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.87% | 166.71%-151.8pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $14,937 | $5,474+172.9% | $4,818+210.0% | $4,751+214.4% |
| Participant deferral / active EE | $12,510 | $6,519+91.9% | $5,680+120.2% | $6,710+86.4% |
| Admin fee / account holder | $2,852 | $16,150-82.3% | $13,210-78.4% | $11,403-75.0% |