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 | $75,277 | $105,181-28.4% | $159,436-52.8% | $85,850-12.3% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 79.65% | 45.07%+34.6pp | 263.57%-183.9pp | 318.53%-238.9pp |
| Employer contribution / active EE | $10,416 | $3,318+213.9% | $4,829+115.7% | $2,565+306.1% |
| Participant deferral / active EE | $5,909 | $5,945-0.6% | $7,352-19.6% | $3,952+49.5% |
| Admin fee / account holder | $1,262 | $6,933-81.8% | $10,799-88.3% | $6,260-79.8% |