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 | $169,808 | $76,738+121.3% | $56,411+201.0% | $145,922+16.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 2994.23%-2984.4pp | 1701.33%-1691.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,430 | $1,380+76.1% | $1,039+134.0% | $4,660-47.8% |
| Participant deferral / active EE | $9,855 | $2,623+275.8% | $1,952+404.9% | $6,688+47.4% |
| Admin fee / account holder | $781 | $3,334-76.6% | $2,829-72.4% | $13,397-94.2% |