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 | $156,194 | $89,753+74.0% | $107,525+45.3% | $84,808+84.2% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 16.03% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $8,000 | $3,113+156.9% | $3,754+113.1% | $2,631+204.1% |
| Participant deferral / active EE | $9,930 | $4,056+144.8% | $5,116+94.1% | $4,212+135.8% |
| Admin fee / account holder | $5,183 | $7,222-28.2% | $8,919-41.9% | $7,344-29.4% |