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 | $165,247 | $102,317+61.5% | $146,958+12.4% | $80,856+104.4% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 85.28% | 134.76%-49.5pp | 418.34%-333.1pp | 35.59%+49.7pp |
| Employer contribution / active EE | $6,599 | $3,713+77.7% | $4,933+33.8% | $2,755+139.5% |
| Participant deferral / active EE | $11,627 | $6,644+75.0% | $8,070+44.1% | $4,296+170.7% |
| Admin fee / account holder | $746 | $7,941-90.6% | $12,998-94.3% | $6,918-89.2% |