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 | $228,582 | $105,998+115.6% | $92,233+147.8% | $147,584+54.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.19% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $6,231 | $4,333+43.8% | $3,679+69.4% | $4,876+27.8% |
| Participant deferral / active EE | $8,709 | $4,478+94.5% | $3,897+123.5% | $5,439+60.1% |
| Admin fee / account holder | $2,849 | $6,332-55.0% | $5,194-45.1% | $10,885-73.8% |