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 | $189,092 | $83,337+126.9% | $67,834+178.8% | $273,961-31.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.84% | 259.45%-253.6pp | 138.47%-132.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,127 | $3,287+56.0% | $2,403+113.3% | $4,869+5.3% |
| Participant deferral / active EE | $15,653 | $4,088+282.9% | $3,160+395.4% | $5,287+196.1% |
| Admin fee / account holder | $11,580 | $6,752+71.5% | $4,622+150.5% | $10,132+14.3% |