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 | $150,444 | $70,756+112.6% | $65,493+129.7% | $142,382+5.7% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 19.11% | 1754.89%-1735.8pp | 982.45%-963.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,451 | $2,881+54.5% | $2,574+72.9% | $4,299+3.5% |
| Participant deferral / active EE | $10,413 | $4,637+124.5% | $3,961+162.9% | $6,507+60.0% |
| Admin fee / account holder | $611 | $6,559-90.7% | $5,028-87.8% | $12,624-95.2% |