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 | $238,025 | $185,200+28.5% | $142,863+66.6% | $167,490+42.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 22.26% | 8555.70%-8533.4pp | 5637.54%-5615.3pp | 478.56%-456.3pp |
| Employer contribution / active EE | $1,500 | $5,604-73.2% | $4,144-63.8% | $4,837-69.0% |
| Participant deferral / active EE | $5,550 | $4,494+23.5% | $3,837+44.6% | $6,341-12.5% |
| Admin fee / account holder | $6,163 | $8,031-23.3% | $6,560-6.1% | $12,309-49.9% |