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 | $135,584 | $160,055-15.3% | $140,016-3.2% | $135,375+0.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.59% | 911.38%-910.8pp | 651.12%-650.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $11,634 | $6,420+81.2% | $5,606+107.5% | $4,779+143.4% |
| Participant deferral / active EE | $13,162 | $7,642+72.2% | $6,927+90.0% | $5,609+134.7% |
| Admin fee / account holder | $1,017 | $13,328-92.4% | $10,705-90.5% | $10,827-90.6% |