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 | $127,565 | $102,604+24.3% | $86,188+48.0% | $139,434-8.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.16% | 1922.51%-1897.3pp | 1168.45%-1143.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $11,827 | $3,032+290.0% | $2,380+396.9% | $4,751+148.9% |
| Participant deferral / active EE | $6,555 | $4,676+40.2% | $3,985+64.5% | $6,710-2.3% |
| Admin fee / account holder | $455 | $8,657-94.7% | $6,852-93.4% | $11,403-96.0% |