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 | $187,615 | $100,773+86.2% | $88,946+110.9% | $142,382+31.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.24% | 70.18%-54.9pp | 57.82%-42.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,157 | $2,918+42.5% | $2,555+62.7% | $4,299-3.3% |
| Participant deferral / active EE | $6,598 | $5,230+26.1% | $4,581+44.0% | $6,507+1.4% |
| Admin fee / account holder | $2,187 | $9,693-77.4% | $8,261-73.5% | $12,624-82.7% |