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 | $53,503 | $65,561-18.4% | $86,188-37.9% | $75,163-28.8% |
| Participation rate | 82.4% | 60.5%+21.9pp | 69.0%+13.4pp | 67.2%+15.2pp |
| Annual return | 329.52% | 46.05%+283.5pp | 1168.45%-838.9pp | 160.62%+168.9pp |
| Employer contribution / active EE | $983 | $1,553-36.7% | $2,380-58.7% | $2,670-63.2% |
| Participant deferral / active EE | $1,477 | $3,024-51.2% | $3,985-62.9% | $4,125-64.2% |
| Admin fee / account holder | $552 | $5,474-89.9% | $6,852-91.9% | $5,651-90.2% |