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 | $65,650 | $210,648-68.8% | $177,989-63.1% | $145,922-55.0% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 20.70% | 385.86%-365.2pp | 294.48%-273.8pp | 561.29%-540.6pp |
| Employer contribution / active EE | $3,392 | $4,565-25.7% | $3,949-14.1% | $4,660-27.2% |
| Participant deferral / active EE | $7,654 | $6,958+10.0% | $6,276+22.0% | $6,688+14.4% |
| Admin fee / account holder | $327 | $12,013-97.3% | $10,363-96.8% | $13,397-97.6% |