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 8-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 | $92,026 | $84,696+8.7% | $75,696+21.6% | $167,490-45.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.74% | 199.36%-187.6pp | 104.53%-92.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $11,456 | $3,230+254.7% | $2,743+317.7% | $4,837+136.8% |
| Participant deferral / active EE | $5,542 | $4,580+21.0% | $3,821+45.0% | $6,341-12.6% |
| Admin fee / account holder | $1,682 | $5,355-68.6% | $3,619-53.5% | $12,309-86.3% |