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 | $138,867 | $53,127+161.4% | $86,590+60.4% | $70,131+98.0% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 15.43% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $4,575 | $2,068+121.2% | $2,839+61.1% | $2,342+95.3% |
| Participant deferral / active EE | $7,142 | $2,696+164.9% | $3,609+97.9% | $3,332+114.4% |
| Admin fee / account holder | $803 | $3,585-77.6% | $4,906-83.6% | $4,645-82.7% |