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 | $236,791 | $105,998+123.4% | $92,233+156.7% | $147,584+60.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.19% | 50.05%-21.9pp | 176.28%-148.1pp | 578.55%-550.4pp |
| Employer contribution / active EE | $15,601 | $4,333+260.1% | $3,679+324.0% | $4,876+219.9% |
| Participant deferral / active EE | $5,209 | $4,478+16.3% | $3,897+33.7% | $5,439-4.2% |
| Admin fee / account holder | $983 | $6,332-84.5% | $5,194-81.1% | $10,885-91.0% |