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 | $149,274 | $171,865-13.1% | $149,718-0.3% | $147,584+1.1% |
| Participation rate | 86.4% | 88.2%-1.8pp | 87.1%-0.7pp | 82.8%+3.5pp |
| Annual return | 18.48% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $16,616 | $6,275+164.8% | $5,445+205.2% | $4,876+240.8% |
| Participant deferral / active EE | $16,695 | $7,271+129.6% | $6,569+154.1% | $5,439+207.0% |
| Admin fee / account holder | $9,039 | $13,799-34.5% | $11,283-19.9% | $10,885-17.0% |