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 | $114,260 | $189,613-39.7% | $167,512-31.8% | $142,382-19.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.33% | 2024.68%-2010.3pp | 1615.79%-1601.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,224 | $4,349-25.9% | $3,882-17.0% | $4,299-25.0% |
| Participant deferral / active EE | $5,997 | $6,981-14.1% | $6,405-6.4% | $6,507-7.8% |
| Admin fee / account holder | $10,768 | $10,528+2.3% | $9,769+10.2% | $12,624-14.7% |