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 | $111,515 | $54,705+103.8% | $71,209+56.6% | $84,808+31.5% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 18.36% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $9,944 | $2,158+360.8% | $2,721+265.5% | $2,631+277.9% |
| Participant deferral / active EE | $4,882 | $3,030+61.1% | $4,175+16.9% | $4,212+15.9% |
| Admin fee / account holder | $6,854 | $4,863+40.9% | $5,349+28.1% | $7,344-6.7% |