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 | $242,627 | $202,318+19.9% | $172,739+40.5% | $152,861+58.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 22.88% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $19,493 | $5,856+232.9% | $5,143+279.0% | $4,762+309.3% |
| Participant deferral / active EE | $3,978 | $5,948-33.1% | $5,198-23.5% | $5,850-32.0% |
| Admin fee / account holder | $1,687 | $17,109-90.1% | $13,954-87.9% | $11,596-85.5% |