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 | $69,638 | $96,305-27.7% | $80,569-13.6% | $139,434-50.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.86% | 1350.08%-1330.2pp | 935.43%-915.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,641 | $3,262-19.0% | $2,723-3.0% | $4,751-44.4% |
| Participant deferral / active EE | $6,347 | $5,232+21.3% | $4,447+42.7% | $6,710-5.4% |
| Admin fee / account holder | $1,885 | $6,599-71.4% | $5,377-64.9% | $11,403-83.5% |