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 | $98,589 | $100,852-2.2% | $90,404+9.1% | $158,922-38.0% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 8.73% | 1724.20%-1715.5pp | 1293.02%-1284.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,953 | $3,689-19.9% | $3,262-9.5% | $4,761-38.0% |
| Participant deferral / active EE | $4,769 | $4,348+9.7% | $3,963+20.3% | $5,982-20.3% |
| Admin fee / account holder | $4,563 | $6,501-29.8% | $5,611-18.7% | $11,246-59.4% |