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 | $108,506 | $111,754-2.9% | $103,333+5.0% | $145,922-25.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.15% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,016 | $4,212-52.2% | $3,868-47.9% | $4,660-56.7% |
| Participant deferral / active EE | $3,415 | $5,619-39.2% | $5,057-32.5% | $6,688-48.9% |
| Admin fee / account holder | $991 | $9,750-89.8% | $8,355-88.1% | $13,397-92.6% |