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 | $184,702 | $111,301+65.9% | $112,977+63.5% | $158,922+16.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.93% | 26.40%-13.5pp | 24.24%-11.3pp | 302.83%-289.9pp |
| Employer contribution / active EE | $14,578 | $4,471+226.0% | $4,255+242.6% | $4,761+206.2% |
| Participant deferral / active EE | $6,802 | $5,880+15.7% | $5,836+16.6% | $5,982+13.7% |
| Admin fee / account holder | $1,270 | $8,392-84.9% | $6,294-79.8% | $11,246-88.7% |