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 | $157,376 | $185,822-15.3% | $169,993-7.4% | $139,434+12.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.44% | 60.50%-35.1pp | 53.37%-27.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,742 | $7,590-63.9% | $6,785-59.6% | $4,751-42.3% |
| Participant deferral / active EE | $8,381 | $11,622-27.9% | $10,408-19.5% | $6,710+24.9% |
| Admin fee / account holder | $1,573 | $15,381-89.8% | $12,815-87.7% | $11,403-86.2% |