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 | $117,527 | $98,240+19.6% | $82,313+42.8% | $147,584-20.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.81% | 30.85%-16.0pp | 25.88%-11.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,238 | $3,192-29.9% | $2,428-7.9% | $4,876-54.1% |
| Participant deferral / active EE | $7,571 | $4,383+72.7% | $3,706+104.3% | $5,439+39.2% |
| Admin fee / account holder | $10,606 | $8,563+23.9% | $5,608+89.1% | $10,885-2.6% |