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 | $136,274 | $165,984-17.9% | $164,813-17.3% | $145,922-6.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.36% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,940 | $5,273+12.7% | $4,341+36.8% | $4,660+27.5% |
| Participant deferral / active EE | $11,164 | $6,959+60.4% | $6,031+85.1% | $6,688+66.9% |
| Admin fee / account holder | $14,869 | $16,648-10.7% | $12,690+17.2% | $13,397+11.0% |