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 | $165,308 | $103,376+59.9% | $87,100+89.8% | $152,861+8.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 10.72% | 28.10%-17.4pp | 28.19%-17.5pp | 345.32%-334.6pp |
| Employer contribution / active EE | $2,656 | $3,220-17.5% | $2,521+5.3% | $4,762-44.2% |
| Participant deferral / active EE | $6,795 | $4,778+42.2% | $4,049+67.8% | $5,850+16.2% |
| Admin fee / account holder | $15,862 | $12,205+30.0% | $7,497+111.6% | $11,596+36.8% |