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 | $140,434 | $150,440-6.7% | $136,294+3.0% | $147,584-4.8% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 12.06% | 1049.08%-1037.0pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,469 | $5,256-15.0% | $4,695-4.8% | $4,876-8.4% |
| Participant deferral / active EE | $8,646 | $6,630+30.4% | $6,247+38.4% | $5,439+59.0% |
| Admin fee / account holder | $3,020 | $10,905-72.3% | $9,243-67.3% | $10,885-72.3% |