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 7-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 | $84,601 | $85,022-0.5% | $70,515+20.0% | $139,434-39.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.12% | 30.38%-12.3pp | 32.77%-14.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $7,108 | $3,909+81.9% | $2,973+139.1% | $4,751+49.6% |
| Participant deferral / active EE | $10,899 | $5,890+85.0% | $4,567+138.7% | $6,710+62.4% |
| Admin fee / account holder | $456 | $8,906-94.9% | $6,412-92.9% | $11,403-96.0% |