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 | $223,550 | $148,534+50.5% | $135,903+64.5% | $139,434+60.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.34% | 79.19%-50.9pp | 68.23%-39.9pp | 372.94%-344.6pp |
| Employer contribution / active EE | $2,526 | $5,243-51.8% | $4,856-48.0% | $4,751-46.8% |
| Participant deferral / active EE | $23,236 | $8,100+186.9% | $7,758+199.5% | $6,710+246.3% |
| Admin fee / account holder | $2,244 | $12,400-81.9% | $10,762-79.1% | $11,403-80.3% |