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 | $156,444 | $104,664+49.5% | $85,682+82.6% | $167,490-6.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.00% | 21.45%-4.4pp | 21.49%-4.5pp | 478.56%-461.6pp |
| Employer contribution / active EE | $4,007 | $3,337+20.1% | $2,618+53.0% | $4,837-17.2% |
| Participant deferral / active EE | $1,878 | $4,824-61.1% | $3,923-52.1% | $6,341-70.4% |
| Admin fee / account holder | $16,945 | $10,032+68.9% | $6,873+146.5% | $12,309+37.7% |