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 | $107,928 | $150,440-28.3% | $136,294-20.8% | $147,584-26.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 24.13% | 1049.08%-1024.9pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $3,775 | $5,256-28.2% | $4,695-19.6% | $4,876-22.6% |
| Participant deferral / active EE | $7,515 | $6,630+13.3% | $6,247+20.3% | $5,439+38.2% |
| Admin fee / account holder | $392 | $10,905-96.4% | $9,243-95.8% | $10,885-96.4% |