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 | $93,832 | $63,764+47.2% | $81,930+14.5% | $79,858+17.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 17.18% | 22.66%-5.5pp | 29.49%-12.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $8,052 | $1,795+348.5% | $4,310+86.8% | $2,471+225.9% |
| Participant deferral / active EE | $8,352 | $2,780+200.4% | $7,107+17.5% | $3,740+123.3% |
| Admin fee / account holder | $1,137 | $4,426-74.3% | $5,158-77.9% | $5,306-78.6% |