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 | $241,955 | $100,852+139.9% | $90,404+167.6% | $158,922+52.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.43% | 1724.20%-1692.8pp | 1293.02%-1261.6pp | 302.83%-271.4pp |
| Employer contribution / active EE | $1,335 | $3,689-63.8% | $3,262-59.1% | $4,761-72.0% |
| Participant deferral / active EE | $25,680 | $4,348+490.6% | $3,963+547.9% | $5,982+329.3% |
| Admin fee / account holder | $2,646 | $6,501-59.3% | $5,611-52.8% | $11,246-76.5% |