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 | $193,350 | $152,587+26.7% | $125,175+54.5% | $152,861+26.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.32% | 54.84%-30.5pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,500 | $4,946-29.2% | $3,865-9.5% | $4,762-26.5% |
| Participant deferral / active EE | $3,394 | $5,868-42.2% | $4,937-31.3% | $5,850-42.0% |
| Admin fee / account holder | $2,410 | $13,434-82.1% | $9,702-75.2% | $11,596-79.2% |