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 8-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 | $210,032 | $202,318+3.8% | $172,739+21.6% | $152,861+37.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.19% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.1pp |
| Employer contribution / active EE | $7,783 | $5,856+32.9% | $5,143+51.3% | $4,762+63.4% |
| Participant deferral / active EE | $8,050 | $5,948+35.3% | $5,198+54.9% | $5,850+37.6% |
| Admin fee / account holder | $2,017 | $17,109-88.2% | $13,954-85.5% | $11,596-82.6% |