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 | $40,962 | $100,041-59.1% | $149,718-72.6% | $70,131-41.6% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 191.27% | 27.43%+163.8pp | 1501.63%-1310.4pp | 73.14%+118.1pp |
| Employer contribution / active EE | $2,453 | $3,662-33.0% | $5,445-54.9% | $2,342+4.7% |
| Participant deferral / active EE | $5,006 | $4,983+0.5% | $6,569-23.8% | $3,332+50.3% |
| Admin fee / account holder | $351 | $8,286-95.8% | $11,283-96.9% | $4,645-92.4% |