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 | $82,936 | $157,256-47.3% | $141,162-41.2% | $152,861-45.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.11% | 64.32%-35.2pp | 71.39%-42.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $4,734 | $5,261-10.0% | $4,7350% | $4,762-0.6% |
| Participant deferral / active EE | $13,793 | $7,109+94.0% | $6,709+105.6% | $5,850+135.8% |
| Admin fee / account holder | $7,438 | $12,120-38.6% | $10,261-27.5% | $11,596-35.9% |