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 | $213,166 | $209,411+1.8% | $178,490+19.4% | $158,922+34.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.28% | 188.75%-167.5pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $18,984 | $5,706+232.7% | $5,011+278.9% | $4,761+298.7% |
| Participant deferral / active EE | $9,143 | $5,954+53.6% | $5,202+75.8% | $5,982+52.8% |
| Admin fee / account holder | $3,445 | $17,074-79.8% | $13,984-75.4% | $11,246-69.4% |