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 | $221,002 | $190,805+15.8% | $159,960+38.2% | $134,475+64.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.63% | 552.23%-571.9pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $15,382 | $4,995+207.9% | $4,226+264.0% | $4,740+224.5% |
| Participant deferral / active EE | $18,213 | $6,923+163.1% | $6,182+194.6% | $6,400+184.6% |
| Admin fee / account holder | $25,815 | $10,471+146.5% | $8,698+196.8% | $11,426+125.9% |