Filings through .
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 | $89,600 | $117,983-24.1% | $101,794-12.0% | $142,382-37.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.98% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,951 | $2,773+42.5% | $2,289+72.6% | $4,299-8.1% |
| Participant deferral / active EE | $5,088 | $4,714+7.9% | $4,084+24.6% | $6,507-21.8% |
| Admin fee / account holder | $2,067 | $10,433-80.2% | $8,777-76.4% | $12,624-83.6% |