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 | $136,557 | $114,047+19.7% | $96,139+42.0% | $167,490-18.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.52% | 189.88%-175.4pp | 191.94%-177.4pp | 478.56%-464.0pp |
| Employer contribution / active EE | $17,282 | $3,427+404.3% | $2,797+517.9% | $4,837+257.2% |
| Participant deferral / active EE | $8,716 | $5,194+67.8% | $4,349+100.4% | $6,341+37.5% |
| Admin fee / account holder | $32,910 | $6,897+377.2% | $5,537+494.4% | $12,309+167.4% |