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 | $150,463 | $95,266+57.9% | $82,389+82.6% | $142,382+5.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.93% | 25.74%-4.8pp | 28.67%-7.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,677 | $2,991+123.2% | $2,517+165.3% | $4,299+55.3% |
| Participant deferral / active EE | $11,286 | $4,809+134.7% | $4,155+171.6% | $6,507+73.4% |
| Admin fee / account holder | $436 | $8,563-94.9% | $7,231-94.0% | $12,624-96.5% |