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 7-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 | $230,200 | $88,751+159.4% | $81,812+181.4% | $145,922+57.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.27% | 1025.40%-990.1pp | 773.79%-738.5pp | 561.29%-526.0pp |
| Employer contribution / active EE | $19,394 | $3,083+529.0% | $2,912+565.9% | $4,660+316.2% |
| Participant deferral / active EE | $13,258 | $4,643+185.5% | $4,319+207.0% | $6,688+98.2% |
| Admin fee / account holder | $1,902 | $8,415-77.4% | $7,386-74.3% | $13,397-85.8% |