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 | $204,219 | $202,432+0.9% | $169,368+20.6% | $139,434+46.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.16% | 531.74%-516.6pp | 405.60%-390.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $13,065 | $4,692+178.4% | $4,013+225.6% | $4,751+175.0% |
| Participant deferral / active EE | $8,779 | $6,938+26.5% | $6,221+41.1% | $6,710+30.8% |
| Admin fee / account holder | $1,457 | $10,708-86.4% | $9,003-83.8% | $11,403-87.2% |