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 3-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 | $150,912 | $96,305+56.7% | $80,569+87.3% | $139,434+8.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 20.19% | 1350.08%-1329.9pp | 935.43%-915.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $11,900 | $3,262+264.8% | $2,723+336.9% | $4,751+150.5% |
| Participant deferral / active EE | $7,430 | $5,232+42.0% | $4,447+67.1% | $6,710+10.7% |
| Admin fee / account holder | $3,692 | $6,599-44.1% | $5,377-31.3% | $11,403-67.6% |