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 | $247,347 | $167,307+47.8% | $143,757+72.1% | $134,475+83.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.66% | 0.46%-10.1pp | -0.04%-9.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $8,978 | $5,619+59.8% | $4,951+81.3% | $4,740+89.4% |
| Participant deferral / active EE | $11,222 | $6,446+74.1% | $5,637+99.1% | $6,400+75.4% |
| Admin fee / account holder | $33,752 | $18,088+86.6% | $14,673+130.0% | $11,426+195.4% |