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 | $42,432 | $171,865-75.3% | $149,718-71.7% | $147,584-71.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 33.55% | 2113.22%-2079.7pp | 1501.63%-1468.1pp | 578.55%-545.0pp |
| Employer contribution / active EE | $6,824 | $6,275+8.7% | $5,445+25.3% | $4,876+39.9% |
| Participant deferral / active EE | $24,975 | $7,271+243.5% | $6,569+280.2% | $5,439+359.2% |
| Admin fee / account holder | $2,870 | $13,799-79.2% | $11,283-74.6% | $10,885-73.6% |