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 | $175,488 | $117,841+48.9% | $102,423+71.3% | $145,922+20.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 31.65%-12.1pp | 29.32%-9.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $6,747 | $3,615+86.7% | $3,023+123.2% | $4,660+44.8% |
| Participant deferral / active EE | $7,343 | $5,731+28.1% | $5,053+45.3% | $6,688+9.8% |
| Admin fee / account holder | $18,283 | $13,326+37.2% | $9,451+93.5% | $13,397+36.5% |