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 7-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 | $142,097 | $110,261+28.9% | $95,745+48.4% | $139,434+1.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.35% | 27.11%-10.8pp | 28.35%-12.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,245 | $3,257-31.1% | $2,835-20.8% | $4,751-52.7% |
| Participant deferral / active EE | $7,370 | $4,676+57.6% | $4,245+73.6% | $6,710+9.8% |
| Admin fee / account holder | $436 | $6,613-93.4% | $5,678-92.3% | $11,403-96.2% |