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 | $93,680 | $109,817-14.7% | $98,442-4.8% | $167,490-44.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.67% | 1956.69%-1942.0pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $5,043 | $3,224+56.4% | $2,960+70.4% | $4,837+4.3% |
| Participant deferral / active EE | $14,119 | $4,673+202.1% | $4,276+230.2% | $6,341+122.6% |
| Admin fee / account holder | $691 | $6,753-89.8% | $5,949-88.4% | $12,309-94.4% |