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 9-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 | $96,241 | $91,037+5.7% | $71,671+34.3% | $147,584-34.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.31% | 20.48%-3.2pp | 20.65%-3.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,377 | $3,327-28.6% | $2,460-3.4% | $4,876-51.3% |
| Participant deferral / active EE | $2,809 | $4,498-37.6% | $3,438-18.3% | $5,439-48.4% |
| Admin fee / account holder | $612 | $8,613-92.9% | $5,558-89.0% | $10,885-94.4% |