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 9-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 | $169,052 | $56,053+201.6% | $75,972+122.5% | $80,856+109.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.08% | 20.53%-6.5pp | 359.55%-345.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,564 | $1,874+143.5% | $2,685+70.0% | $2,755+65.7% |
| Participant deferral / active EE | $10,306 | $3,052+237.7% | $4,255+142.2% | $4,296+139.9% |
| Admin fee / account holder | $3,981 | $5,234-23.9% | $6,467-38.4% | $6,918-42.5% |