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 | $167,363 | $150,440+11.2% | $136,294+22.8% | $147,584+13.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.49% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,247 | $5,256-76.3% | $4,695-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $8,714 | $6,630+31.4% | $6,247+39.5% | $5,439+60.2% |
| Admin fee / account holder | $807 | $10,905-92.6% | $9,243-91.3% | $10,885-92.6% |