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 5-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 | $117,980 | $111,724+5.6% | $93,606+26.0% | $145,922-19.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.53% | 202.98%-183.4pp | 133.20%-113.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $21,651 | $3,090+600.7% | $2,420+794.7% | $4,660+364.6% |
| Participant deferral / active EE | $10,794 | $4,912+119.7% | $4,411+144.7% | $6,688+61.4% |
| Admin fee / account holder | $465 | $10,250-95.5% | $8,285-94.4% | $13,397-96.5% |