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 | $55,772 | $88,751-37.2% | $81,812-31.8% | $145,922-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.99% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,687 | $3,083+19.6% | $2,912+26.6% | $4,660-20.9% |
| Participant deferral / active EE | $5,795 | $4,643+24.8% | $4,319+34.2% | $6,688-13.4% |
| Admin fee / account holder | $1,274 | $8,415-84.9% | $7,386-82.7% | $13,397-90.5% |