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 | $29,562 | $105,998-72.1% | $92,233-67.9% | $147,584-80.0% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 40.39% | 50.05%-9.7pp | 176.28%-135.9pp | 578.55%-538.2pp |
| Employer contribution / active EE | $7,155 | $4,333+65.1% | $3,679+94.5% | $4,876+46.7% |
| Participant deferral / active EE | $3,590 | $4,478-19.8% | $3,897-7.9% | $5,439-34.0% |
| Admin fee / account holder | $4,374 | $6,332-30.9% | $5,194-15.8% | $10,885-59.8% |