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 9-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 | $113,101 | $107,334+5.4% | $92,893+21.8% | $152,861-26.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 64.13% | 145.58%-81.4pp | 109.41%-45.3pp | 345.32%-281.2pp |
| Employer contribution / active EE | $17,156 | $4,221+306.4% | $3,653+369.7% | $4,762+260.2% |
| Participant deferral / active EE | $12,020 | $4,845+148.1% | $4,236+183.8% | $5,850+105.5% |
| Admin fee / account holder | $713 | $7,079-89.9% | $5,794-87.7% | $11,596-93.9% |