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 | $221,232 | $77,419+185.8% | $69,455+218.5% | $152,861+44.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 15.26% | 39.06%-23.8pp | 28.97%-13.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $13,617 | $3,315+310.7% | $2,779+390.0% | $4,762+185.9% |
| Participant deferral / active EE | $17,240 | $4,414+290.6% | $3,535+387.6% | $5,850+194.7% |
| Admin fee / account holder | $7,221 | $6,207+16.3% | $3,839+88.1% | $11,596-37.7% |