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 | $25,889 | $48,570-46.7% | $130,648-80.2% | $72,985-64.5% |
| Participation rate | 93.8% | 58.6%+35.2pp | 71.7%+22.0pp | 69.5%+24.3pp |
| Annual return | 76.62% | 38.63%+38.0pp | 1708.96%-1632.3pp | 81.00%-4.4pp |
| Employer contribution / active EE | $1,681 | $1,334+26.0% | $4,092-58.9% | $2,440-31.1% |
| Participant deferral / active EE | $6,433 | $2,384+169.9% | $3,603+78.6% | $3,607+78.3% |
| Admin fee / account holder | $1,670 | $3,549-52.9% | $5,464-69.4% | $5,124-67.4% |