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 | $63,062 | $88,751-28.9% | $81,812-22.9% | $145,922-56.8% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.3%+10.0pp | 80.3%+2.1pp |
| Annual return | 13.10% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,703 | $3,083+20.1% | $2,912+27.1% | $4,660-20.5% |
| Participant deferral / active EE | $6,568 | $4,643+41.5% | $4,319+52.1% | $6,688-1.8% |
| Admin fee / account holder | $26,196 | $8,415+211.3% | $7,386+254.7% | $13,397+95.5% |