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 | $182,720 | $109,817+66.4% | $98,442+85.6% | $167,490+9.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.63% | 1956.69%-1936.1pp | 1492.73%-1472.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $3,379 | $3,224+4.8% | $2,960+14.2% | $4,837-30.1% |
| Participant deferral / active EE | $3,945 | $4,673-15.6% | $4,276-7.7% | $6,341-37.8% |
| Admin fee / account holder | $25,250 | $6,753+273.9% | $5,949+324.4% | $12,309+105.1% |