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 | $224,559 | $115,882+93.8% | $100,516+123.4% | $158,922+41.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.28% | 34.79%-10.5pp | 30.89%-6.6pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,838 | $4,103-30.8% | $3,418-16.9% | $4,761-40.4% |
| Participant deferral / active EE | $7,096 | $6,674+6.3% | $6,270+13.2% | $5,982+18.6% |
| Admin fee / account holder | $7,143 | $10,995-35.0% | $8,081-11.6% | $11,246-36.5% |