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 | $170,759 | $99,652+71.4% | $78,778+116.8% | $147,584+15.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.55% | 47.28%-29.7pp | 35.62%-18.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $12,572 | $2,796+349.7% | $1,986+533.1% | $4,876+157.8% |
| Participant deferral / active EE | $3,826 | $3,664+4.4% | $2,958+29.3% | $5,439-29.7% |
| Admin fee / account holder | $646 | $7,155-91.0% | $5,134-87.4% | $10,885-94.1% |