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 | $185,680 | $109,817+69.1% | $98,442+88.6% | $167,490+10.9% |
| Participation rate | 90.5% | 75.8%+14.7pp | 73.3%+17.1pp | 82.1%+8.4pp |
| Annual return | 20.32% | 1956.69%-1936.4pp | 1492.73%-1472.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $9,110 | $3,224+182.6% | $2,960+207.8% | $4,837+88.3% |
| Participant deferral / active EE | $6,628 | $4,673+41.8% | $4,276+55.0% | $6,341+4.5% |
| Admin fee / account holder | $2,715 | $6,753-59.8% | $5,949-54.4% | $12,309-77.9% |