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 | $99,540 | $52,279+90.4% | $89,391+11.4% | $79,858+24.6% |
| Participation rate | 92.6% | 57.5%+35.1pp | 68.0%+24.6pp | 69.6%+23.0pp |
| Annual return | 13.35% | 22.16%-8.8pp | 245.62%-232.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $13,367 | $1,572+750.6% | $2,586+417.0% | $2,471+441.0% |
| Participant deferral / active EE | $7,907 | $2,740+188.6% | $3,890+103.3% | $3,740+111.4% |
| Admin fee / account holder | $2,472 | $3,356-26.4% | $4,881-49.4% | $5,306-53.4% |