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 | $109,129 | $102,966+6.0% | $90,281+20.9% | $152,861-28.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.03% | 95.16%-76.1pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,017 | $3,139-67.6% | $2,854-64.4% | $4,762-78.7% |
| Participant deferral / active EE | $2,536 | $4,281-40.8% | $3,885-34.7% | $5,850-56.7% |
| Admin fee / account holder | $14,771 | $6,171+139.4% | $5,351+176.0% | $11,596+27.4% |