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 | $132,189 | $99,652+32.7% | $78,778+67.8% | $147,584-10.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.99% | 47.28%-24.3pp | 35.62%-12.6pp | 578.55%-555.6pp |
| Employer contribution / active EE | $4,010 | $2,796+43.4% | $1,986+102.0% | $4,876-17.8% |
| Participant deferral / active EE | $5,242 | $3,664+43.1% | $2,958+77.2% | $5,439-3.6% |
| Admin fee / account holder | $1,064 | $7,155-85.1% | $5,134-79.3% | $10,885-90.2% |