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 | $234,401 | $100,852+132.4% | $90,404+159.3% | $158,922+47.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.68% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,111 | $3,689-15.7% | $3,262-4.6% | $4,761-34.7% |
| Participant deferral / active EE | $6,011 | $4,348+38.3% | $3,963+51.7% | $5,982+0.5% |
| Admin fee / account holder | $578 | $6,501-91.1% | $5,611-89.7% | $11,246-94.9% |