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 | $97,866 | $81,632+19.9% | $70,449+38.9% | $158,922-38.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.16% | 208.40%-200.2pp | 109.03%-100.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $4,829 | $3,217+50.1% | $2,737+76.5% | $4,761+1.4% |
| Participant deferral / active EE | $12,482 | $4,554+174.1% | $3,709+236.6% | $5,982+108.7% |
| Admin fee / account holder | $51,819 | $6,193+736.8% | $3,845+1247.6% | $11,246+360.8% |