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 | $89,174 | $88,751+0.5% | $81,812+9.0% | $145,922-38.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.32% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,575 | $3,083+48.4% | $2,912+57.1% | $4,660-1.8% |
| Participant deferral / active EE | $3,007 | $4,643-35.2% | $4,319-30.4% | $6,688-55.0% |
| Admin fee / account holder | $1,558 | $8,415-81.5% | $7,386-78.9% | $13,397-88.4% |