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 | $202,832 | $102,966+97.0% | $90,281+124.7% | $152,861+32.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.32% | 95.16%-80.8pp | 78.10%-63.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $11,924 | $3,139+279.9% | $2,854+317.8% | $4,762+150.4% |
| Participant deferral / active EE | $7,986 | $4,281+86.5% | $3,885+105.5% | $5,850+36.5% |
| Admin fee / account holder | $26,657 | $6,171+332.0% | $5,351+398.2% | $11,596+129.9% |