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 | $204,273 | $202,318+1.0% | $172,739+18.3% | $152,861+33.6% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 24.51% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,742 | $5,856-53.2% | $5,143-46.7% | $4,762-42.4% |
| Participant deferral / active EE | $7,158 | $5,948+20.3% | $5,198+37.7% | $5,850+22.4% |
| Admin fee / account holder | $14,741 | $17,109-13.8% | $13,954+5.6% | $11,596+27.1% |