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 | $57,307 | $118,450-51.6% | $98,439-41.8% | $139,434-58.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.93% | 18.94%+5.0pp | 21.16%+2.8pp | 372.94%-349.0pp |
| Employer contribution / active EE | $4,379 | $3,609+21.3% | $3,048+43.7% | $4,751-7.8% |
| Participant deferral / active EE | $14,181 | $5,392+163.0% | $4,738+199.3% | $6,710+111.3% |
| Admin fee / account holder | $1,354 | $14,026-90.3% | $8,948-84.9% | $11,403-88.1% |