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 | $84,428 | $118,849-29.0% | $96,562-12.6% | $167,490-49.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.91% | 50.49%-38.6pp | 37.78%-25.9pp | 478.56%-466.6pp |
| Employer contribution / active EE | $8,564 | $3,120+174.5% | $2,356+263.4% | $4,837+77.0% |
| Participant deferral / active EE | $5,728 | $4,616+24.1% | $3,849+48.8% | $6,341-9.7% |
| Admin fee / account holder | $2,200 | $8,065-72.7% | $6,181-64.4% | $12,309-82.1% |