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 9-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 | $101,403 | $103,376-1.9% | $87,100+16.4% | $152,861-33.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.28% | 28.10%-10.8pp | 28.19%-10.9pp | 345.32%-328.0pp |
| Employer contribution / active EE | $11,155 | $3,220+246.4% | $2,521+342.4% | $4,762+134.2% |
| Participant deferral / active EE | $12,600 | $4,778+163.7% | $4,049+211.2% | $5,850+115.4% |
| Admin fee / account holder | $847 | $12,205-93.1% | $7,497-88.7% | $11,596-92.7% |