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 | $151,805 | $115,770+31.1% | $101,248+49.9% | $158,922-4.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.99% | 56.14%-44.2pp | 46.47%-34.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,426 | $4,175-17.9% | $3,660-6.4% | $4,761-28.0% |
| Participant deferral / active EE | $7,393 | $4,957+49.1% | $4,370+69.2% | $5,982+23.6% |
| Admin fee / account holder | $6,329 | $7,245-12.6% | $5,945+6.4% | $11,246-43.7% |