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 | $164,496 | $85,202+93.1% | $172,739-4.8% | $72,985+125.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.15% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $8,542 | $3,324+156.9% | $5,143+66.1% | $2,440+250.1% |
| Participant deferral / active EE | $6,294 | $3,260+93.1% | $5,198+21.1% | $3,607+74.5% |
| Admin fee / account holder | $1,409 | $5,884-76.0% | $13,954-89.9% | $5,124-72.5% |