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 | $199,357 | $165,984+20.1% | $164,813+21.0% | $145,922+36.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.28% | 100.03%-81.8pp | 69.93%-51.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $10,455 | $5,273+98.3% | $4,341+140.9% | $4,660+124.4% |
| Participant deferral / active EE | $10,681 | $6,959+53.5% | $6,031+77.1% | $6,688+59.7% |
| Admin fee / account holder | $497 | $16,648-97.0% | $12,690-96.1% | $13,397-96.3% |