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 9-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 | $221,869 | $185,200+19.8% | $142,863+55.3% | $167,490+32.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 9.65% | 8555.70%-8546.0pp | 5637.54%-5627.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $9,860 | $5,604+75.9% | $4,144+138.0% | $4,837+103.8% |
| Participant deferral / active EE | $17,060 | $4,494+279.6% | $3,837+344.6% | $6,341+169.0% |
| Admin fee / account holder | $2,526 | $8,031-68.5% | $6,560-61.5% | $12,309-79.5% |