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 | $171,212 | $117,983+45.1% | $101,794+68.2% | $142,382+20.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.01% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,643 | $2,773-40.7% | $2,289-28.2% | $4,299-61.8% |
| Participant deferral / active EE | $6,270 | $4,714+33.0% | $4,084+53.5% | $6,507-3.6% |
| Admin fee / account holder | $18,344 | $10,433+75.8% | $8,777+109.0% | $12,624+45.3% |