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 | $131,384 | $77,419+69.7% | $69,455+89.2% | $152,861-14.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 14.86% | 39.06%-24.2pp | 28.97%-14.1pp | 345.32%-330.5pp |
| Employer contribution / active EE | $8,175 | $3,315+146.6% | $2,779+194.2% | $4,762+71.7% |
| Participant deferral / active EE | $13,686 | $4,414+210.1% | $3,535+287.1% | $5,850+133.9% |
| Admin fee / account holder | $1,741 | $6,207-71.9% | $3,839-54.6% | $11,596-85.0% |