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 | $199,963 | $121,625+64.4% | $104,607+91.2% | $158,922+25.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.38% | 465.26%-456.9pp | 340.46%-332.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $3,338 | $3,163+5.5% | $2,681+24.5% | $4,761-29.9% |
| Participant deferral / active EE | $7,310 | $4,177+75.0% | $3,740+95.5% | $5,982+22.2% |
| Admin fee / account holder | $11,161 | $7,787+43.3% | $6,473+72.4% | $11,246-0.8% |