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 | $160,930 | $92,222+74.5% | $76,768+109.6% | $135,375+18.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.82% | 5.46%-8.3pp | 2.43%-5.2pp | 519.73%-522.6pp |
| Employer contribution / active EE | $10,741 | $3,216+234.0% | $2,485+332.2% | $4,779+124.8% |
| Participant deferral / active EE | $5,531 | $4,509+22.7% | $3,852+43.6% | $5,609-1.4% |
| Admin fee / account holder | $1,391 | $10,748-87.1% | $6,675-79.2% | $10,827-87.2% |