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 | $150,031 | $102,604+46.2% | $86,188+74.1% | $139,434+7.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.66% | 1922.51%-1911.9pp | 1168.45%-1157.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,163 | $3,032-28.7% | $2,380-9.1% | $4,751-54.5% |
| Participant deferral / active EE | $5,339 | $4,676+14.2% | $3,985+34.0% | $6,710-20.4% |
| Admin fee / account holder | $723 | $8,657-91.6% | $6,852-89.5% | $11,403-93.7% |