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 | $115,217 | $115,770-0.5% | $101,248+13.8% | $158,922-27.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.30% | 56.14%-28.8pp | 46.47%-19.2pp | 302.83%-275.5pp |
| Employer contribution / active EE | $4,778 | $4,175+14.4% | $3,660+30.6% | $4,761+0.3% |
| Participant deferral / active EE | $6,500 | $4,957+31.1% | $4,370+48.7% | $5,982+8.7% |
| Admin fee / account holder | $2,384 | $7,245-67.1% | $5,945-59.9% | $11,246-78.8% |