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 | $235,155 | $183,519+28.1% | $155,509+51.2% | $145,922+61.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,952 | $5,313-63.3% | $4,672-58.2% | $4,660-58.1% |
| Participant deferral / active EE | $6,640 | $6,462+2.7% | $5,626+18.0% | $6,688-0.7% |
| Admin fee / account holder | $26,793 | $19,313+38.7% | $15,912+68.4% | $13,397+100.0% |