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 | $103,813 | $99,079+4.8% | $77,999+33.1% | $273,961-62.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.18% | 217.93%-215.7pp | 425.96%-423.8pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,862 | $3,308-43.7% | $2,470-24.6% | $4,869-61.8% |
| Participant deferral / active EE | $7,951 | $4,306+84.6% | $3,497+127.4% | $5,287+50.4% |
| Admin fee / account holder | $433 | $8,954-95.2% | $5,480-92.1% | $10,132-95.7% |