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 | $90,028 | $48,046+87.4% | $84,611+6.4% | $72,985+23.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 19.41% | 37.38%-18.0pp | 258.74%-239.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,287 | $1,602+105.2% | $2,652+23.9% | $2,440+34.7% |
| Participant deferral / active EE | $2,167 | $2,680-19.2% | $3,899-44.4% | $3,607-39.9% |
| Admin fee / account holder | $4,140 | $3,395+22.0% | $4,912-15.7% | $5,124-19.2% |