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 9-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 | $208,024 | $115,770+79.7% | $101,248+105.5% | $158,922+30.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.69% | 56.14%-37.4pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $4,225 | $4,175+1.2% | $3,660+15.4% | $4,761-11.3% |
| Participant deferral / active EE | $5,921 | $4,957+19.4% | $4,370+35.5% | $5,982-1.0% |
| Admin fee / account holder | $8,545 | $7,245+17.9% | $5,945+43.7% | $11,246-24.0% |