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 | $180,791 | $171,865+5.2% | $149,718+20.8% | $147,584+22.5% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 13.06% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $4,006 | $6,275-36.2% | $5,445-26.4% | $4,876-17.9% |
| Participant deferral / active EE | $3,923 | $7,271-46.0% | $6,569-40.3% | $5,439-27.9% |
| Admin fee / account holder | $5,588 | $13,799-59.5% | $11,283-50.5% | $10,885-48.7% |