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 6-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 | $156,529 | $202,432-22.7% | $169,368-7.6% | $139,434+12.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.67% | 531.74%-508.1pp | 405.60%-381.9pp | 372.94%-349.3pp |
| Employer contribution / active EE | $25,000 | $4,692+432.8% | $4,013+523.0% | $4,751+426.2% |
| Participant deferral / active EE | $21,359 | $6,938+207.9% | $6,221+243.3% | $6,710+218.3% |
| Admin fee / account holder | $336 | $10,708-96.9% | $9,003-96.3% | $11,403-97.1% |