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 | $78,843 | $63,346+24.5% | $92,233-14.5% | $70,131+12.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.91% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $4,007 | $2,471+62.2% | $3,679+8.9% | $2,342+71.1% |
| Participant deferral / active EE | $3,806 | $2,854+33.4% | $3,897-2.3% | $3,332+14.2% |
| Admin fee / account holder | $2,915 | $3,840-24.1% | $5,194-43.9% | $4,645-37.2% |