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 | $231,060 | $70,756+226.6% | $65,493+252.8% | $142,382+62.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.41% | 1754.89%-1742.5pp | 982.45%-970.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $9,028 | $2,881+213.4% | $2,574+250.7% | $4,299+110.0% |
| Participant deferral / active EE | $11,142 | $4,637+140.3% | $3,961+181.3% | $6,507+71.2% |
| Admin fee / account holder | $2,279 | $6,559-65.2% | $5,028-54.7% | $12,624-81.9% |