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 | $159,302 | $149,734+6.4% | $118,925+34.0% | $158,922+0.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.78% | 19.95%-0.2pp | 35.88%-16.1pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,750 | $4,115-8.9% | $3,263+14.9% | $4,761-21.2% |
| Participant deferral / active EE | $12,500 | $5,223+139.3% | $4,265+193.1% | $5,982+109.0% |
| Admin fee / account holder | $894 | $8,603-89.6% | $6,581-86.4% | $11,246-92.0% |