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 | $162,336 | $150,440+7.9% | $136,294+19.1% | $147,584+10.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 24.34% | 1049.08%-1024.7pp | 5155.94%-5131.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $3,717 | $5,256-29.3% | $4,695-20.8% | $4,876-23.8% |
| Participant deferral / active EE | $9,260 | $6,630+39.7% | $6,247+48.2% | $5,439+70.3% |
| Admin fee / account holder | $761 | $10,905-93.0% | $9,243-91.8% | $10,885-93.0% |