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 | $107,218 | $108,642-1.3% | $74,701+43.5% | $152,861-29.9% |
| Participation rate | 82.6% | 65.3%+17.3pp | 54.5%+28.1pp | 82.4%+0.2pp |
| Annual return | 3.92% | 114.06%-110.1pp | 752.92%-749.0pp | 345.32%-341.4pp |
| Employer contribution / active EE | $4,591 | $1,503+205.5% | $1,084+323.7% | $4,762-3.6% |
| Participant deferral / active EE | $2,806 | $2,712+3.4% | $1,964+42.9% | $5,850-52.0% |
| Admin fee / account holder | $5,721 | $4,902+16.7% | $3,333+71.6% | $11,596-50.7% |