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 | $204,639 | $167,484+22.2% | $151,611+35.0% | $134,475+52.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.77% | 7.80%-18.6pp | 3.33%-14.1pp | 417.96%-428.7pp |
| Employer contribution / active EE | $3,009 | $6,829-55.9% | $6,166-51.2% | $4,740-36.5% |
| Participant deferral / active EE | $10,221 | $8,986+13.7% | $8,363+22.2% | $6,400+59.7% |
| Admin fee / account holder | $2,354 | $13,783-82.9% | $11,616-79.7% | $11,426-79.4% |