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 | $67,871 | $209,832-67.7% | $189,513-64.2% | $167,490-59.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 10.43% | 748.27%-737.8pp | 555.15%-544.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $12,256 | $6,914+77.3% | $6,162+98.9% | $4,837+153.3% |
| Participant deferral / active EE | $12,468 | $8,935+39.5% | $8,221+51.7% | $6,341+96.6% |
| Admin fee / account holder | $9,651 | $14,293-32.5% | $12,045-19.9% | $12,309-21.6% |