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 | $94,034 | $104,664-10.2% | $85,682+9.7% | $167,490-43.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.91% | 21.45%-10.5pp | 21.49%-10.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $6,778 | $3,337+103.1% | $2,618+158.9% | $4,837+40.1% |
| Participant deferral / active EE | $2,988 | $4,824-38.1% | $3,923-23.8% | $6,341-52.9% |
| Admin fee / account holder | $5,588 | $10,032-44.3% | $6,873-18.7% | $12,309-54.6% |