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 | $101,022 | $111,754-9.6% | $103,333-2.2% | $145,922-30.8% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 16.36% | 24.77%-8.4pp | 24.88%-8.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $13,339 | $4,212+216.7% | $3,868+244.9% | $4,660+186.3% |
| Participant deferral / active EE | $6,581 | $5,619+17.1% | $5,057+30.1% | $6,688-1.6% |
| Admin fee / account holder | $5,642 | $9,750-42.1% | $8,355-32.5% | $13,397-57.9% |