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 | $180,481 | $168,632+7.0% | $147,614+22.3% | $125,391+43.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.96% | 77.65%-80.6pp | 61.98%-64.9pp | 282.22%-285.2pp |
| Employer contribution / active EE | $9,192 | $6,252+47.0% | $5,564+65.2% | $4,866+88.9% |
| Participant deferral / active EE | $8,510 | $5,507+54.5% | $4,895+73.8% | $5,352+59.0% |
| Admin fee / account holder | $1,069 | $13,580-92.1% | $11,611-90.8% | $9,540-88.8% |