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 | $183,803 | $96,484+90.5% | $75,886+142.2% | $152,861+20.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.40% | 33.98%-9.6pp | 30.76%-6.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,943 | $3,309+19.2% | $2,500+57.7% | $4,762-17.2% |
| Participant deferral / active EE | $10,242 | $4,553+124.9% | $3,603+184.3% | $5,850+75.1% |
| Admin fee / account holder | $774 | $8,078-90.4% | $5,418-85.7% | $11,596-93.3% |