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 6-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 | $133,173 | $104,974+26.9% | $95,585+39.3% | $142,382-6.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.85% | 210.33%-198.5pp | 38.56%-26.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $12,280 | $2,779+342.0% | $2,527+386.0% | $4,299+185.6% |
| Participant deferral / active EE | $11,554 | $4,352+165.5% | $4,023+187.2% | $6,507+77.6% |
| Admin fee / account holder | $2,972 | $6,386-53.5% | $6,127-51.5% | $12,624-76.5% |