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 | $65,316 | $150,440-56.6% | $136,294-52.1% | $147,584-55.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 57.79% | 1049.08%-991.3pp | 5155.94%-5098.1pp | 578.55%-520.8pp |
| Employer contribution / active EE | $3,355 | $5,256-36.2% | $4,695-28.6% | $4,876-31.2% |
| Participant deferral / active EE | $8,098 | $6,630+22.1% | $6,247+29.6% | $5,439+48.9% |
| Admin fee / account holder | $14,240 | $10,905+30.6% | $9,243+54.1% | $10,885+30.8% |