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 | $118,827 | $171,865-30.9% | $149,718-20.6% | $147,584-19.5% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 16.12% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,574 | $6,275+4.8% | $5,445+20.7% | $4,876+34.8% |
| Participant deferral / active EE | $8,588 | $7,271+18.1% | $6,569+30.7% | $5,439+57.9% |
| Admin fee / account holder | $17,696 | $13,799+28.2% | $11,283+56.8% | $10,885+62.6% |