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 9-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 | $52,395 | $171,865-69.5% | $149,718-65.0% | $147,584-64.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.04% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,858 | $6,275-54.5% | $5,445-47.5% | $4,876-41.4% |
| Participant deferral / active EE | $3,099 | $7,271-57.4% | $6,569-52.8% | $5,439-43.0% |
| Admin fee / account holder | $672 | $13,799-95.1% | $11,283-94.0% | $10,885-93.8% |