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 | $134,712 | $98,240+37.1% | $82,313+63.7% | $147,584-8.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.51% | 30.85%-12.3pp | 25.88%-7.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,370 | $3,192-57.1% | $2,428-43.6% | $4,876-71.9% |
| Participant deferral / active EE | $7,654 | $4,383+74.6% | $3,706+106.5% | $5,439+40.7% |
| Admin fee / account holder | $16,508 | $8,563+92.8% | $5,608+194.4% | $10,885+51.7% |