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 | $72,753 | $70,587+3.1% | $124,672-41.6% | $85,850-15.3% |
| Participation rate | 85.0% | 64.4%+20.6pp | 74.6%+10.4pp | 69.3%+15.7pp |
| Annual return | 34.28% | 20688.83%-20654.5pp | 5142.93%-5108.7pp | 318.53%-284.3pp |
| Employer contribution / active EE | $1,378 | $1,913-28.0% | $3,324-58.5% | $2,565-46.3% |
| Participant deferral / active EE | $5,512 | $2,969+85.7% | $4,614+19.5% | $3,952+39.5% |
| Admin fee / account holder | $5,737 | $5,282+8.6% | $7,493-23.4% | $6,260-8.4% |