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 | $120,247 | $127,065-5.4% | $113,168+6.3% | $142,382-15.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.87% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,576 | $3,442-25.2% | $2,975-13.4% | $4,299-40.1% |
| Participant deferral / active EE | $9,337 | $5,716+63.3% | $5,107+82.8% | $6,507+43.5% |
| Admin fee / account holder | $675 | $15,736-95.7% | $12,068-94.4% | $12,624-94.7% |