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 | $35,765 | $70,756-49.5% | $65,493-45.4% | $142,382-74.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 140.46% | 1754.89%-1614.4pp | 982.45%-842.0pp | 217.08%-76.6pp |
| Employer contribution / active EE | $1,571 | $2,881-45.5% | $2,574-39.0% | $4,299-63.5% |
| Participant deferral / active EE | $1,818 | $4,637-60.8% | $3,961-54.1% | $6,507-72.1% |
| Admin fee / account holder | $778 | $6,559-88.1% | $5,028-84.5% | $12,624-93.8% |