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 | $95,203 | $98,240-3.1% | $82,313+15.7% | $147,584-35.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.12% | 30.85%-16.7pp | 25.88%-11.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,167 | $3,192-32.1% | $2,428-10.8% | $4,876-55.6% |
| Participant deferral / active EE | $4,409 | $4,383+0.6% | $3,706+19.0% | $5,439-18.9% |
| Admin fee / account holder | $3,516 | $8,563-58.9% | $5,608-37.3% | $10,885-67.7% |