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 | $79,985 | $183,519-56.4% | $155,509-48.6% | $145,922-45.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.97% | 61.17%-40.2pp | 64.67%-43.7pp | 561.29%-540.3pp |
| Employer contribution / active EE | $9,742 | $5,313+83.4% | $4,672+108.5% | $4,660+109.1% |
| Participant deferral / active EE | $4,141 | $6,462-35.9% | $5,626-26.4% | $6,688-38.1% |
| Admin fee / account holder | $3,969 | $19,313-79.4% | $15,912-75.1% | $13,397-70.4% |