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 | $65,257 | $102,317-36.2% | $146,958-55.6% | $80,856-19.3% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 39.16% | 134.76%-95.6pp | 418.34%-379.2pp | 35.59%+3.6pp |
| Employer contribution / active EE | $7,249 | $3,713+95.2% | $4,933+46.9% | $2,755+163.1% |
| Participant deferral / active EE | $4,032 | $6,644-39.3% | $8,070-50.0% | $4,296-6.1% |
| Admin fee / account holder | $421 | $7,941-94.7% | $12,998-96.8% | $6,918-93.9% |