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 | $139,903 | $101,724+37.5% | $164,813-15.1% | $80,856+73.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 21.02% | 16.72%+4.3pp | 69.93%-48.9pp | 35.59%-14.6pp |
| Employer contribution / active EE | $10,911 | $2,953+269.4% | $4,341+151.4% | $2,755+296.1% |
| Participant deferral / active EE | $13,149 | $4,477+193.7% | $6,031+118.0% | $4,296+206.1% |
| Admin fee / account holder | $38,365 | $8,227+366.3% | $12,690+202.3% | $6,918+454.6% |