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 | $80,300 | $63,346+26.8% | $92,233-12.9% | $70,131+14.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.49% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,670 | $2,471+8.1% | $3,679-27.4% | $2,342+14.0% |
| Participant deferral / active EE | $2,760 | $2,854-3.3% | $3,897-29.2% | $3,332-17.2% |
| Admin fee / account holder | $16,387 | $3,840+326.7% | $5,194+215.5% | $4,645+252.8% |