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 5-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 | $190,862 | $126,574+50.8% | $106,213+79.7% | $145,922+30.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.33% | 224.79%-216.5pp | 116.14%-107.8pp | 561.29%-553.0pp |
| Employer contribution / active EE | $18,077 | $3,730+384.6% | $3,171+470.0% | $4,660+288.0% |
| Participant deferral / active EE | $30,500 | $5,724+432.9% | $5,016+508.1% | $6,688+356.1% |
| Admin fee / account holder | $745 | $17,304-95.7% | $11,033-93.2% | $13,397-94.4% |