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 3-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 | $102,283 | $102,604-0.3% | $86,188+18.7% | $139,434-26.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.19% | 1922.51%-1910.3pp | 1168.45%-1156.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $10,638 | $3,032+250.8% | $2,380+346.9% | $4,751+123.9% |
| Participant deferral / active EE | $6,810 | $4,676+45.6% | $3,985+70.9% | $6,710+1.5% |
| Admin fee / account holder | $1,097 | $8,657-87.3% | $6,852-84.0% | $11,403-90.4% |