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 | $135,392 | $156,846-13.7% | $121,098+11.8% | $139,434-2.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 24.67% | 1474.56%-1449.9pp | 985.75%-961.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,490 | $5,536-55.0% | $4,164-40.2% | $4,751-47.6% |
| Participant deferral / active EE | $1,856 | $4,844-61.7% | $4,080-54.5% | $6,710-72.3% |
| Admin fee / account holder | $359 | $6,946-94.8% | $5,644-93.6% | $11,403-96.9% |