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 | $229,196 | $124,185+84.6% | $108,410+111.4% | $167,490+36.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.66% | 1379.64%-1368.0pp | 905.27%-893.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $11,505 | $4,187+174.8% | $3,558+223.3% | $4,837+137.8% |
| Participant deferral / active EE | $8,098 | $6,908+17.2% | $6,563+23.4% | $6,341+27.7% |
| Admin fee / account holder | $2,438 | $9,455-74.2% | $7,295-66.6% | $12,309-80.2% |