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 | $125,790 | $85,022+48.0% | $70,515+78.4% | $139,434-9.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.76% | 30.38%-15.6pp | 32.77%-18.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,074 | $3,909+4.2% | $2,973+37.0% | $4,751-14.3% |
| Participant deferral / active EE | $11,438 | $5,890+94.2% | $4,567+150.5% | $6,710+70.5% |
| Admin fee / account holder | $844 | $8,906-90.5% | $6,412-86.8% | $11,403-92.6% |