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 | $145,122 | $98,240+47.7% | $82,313+76.3% | $147,584-1.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.02% | 30.85%-11.8pp | 25.88%-6.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,307 | $3,192-59.0% | $2,428-46.2% | $4,876-73.2% |
| Participant deferral / active EE | $3,034 | $4,383-30.8% | $3,706-18.1% | $5,439-44.2% |
| Admin fee / account holder | $600 | $8,563-93.0% | $5,608-89.3% | $10,885-94.5% |