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 | $135,491 | $91,037+48.8% | $71,671+89.0% | $147,584-8.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.31% | 20.48%-5.2pp | 20.65%-5.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,398 | $3,327+2.1% | $2,460+38.1% | $4,876-30.3% |
| Participant deferral / active EE | $8,281 | $4,498+84.1% | $3,438+140.9% | $5,439+52.3% |
| Admin fee / account holder | $783 | $8,613-90.9% | $5,558-85.9% | $10,885-92.8% |