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 | $64,606 | $100,754-35.9% | $86,677-25.5% | $134,475-52.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.54% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,330 | $3,489+24.1% | $2,836+52.6% | $4,740-8.7% |
| Participant deferral / active EE | $11,153 | $5,338+108.9% | $4,656+139.6% | $6,400+74.3% |
| Admin fee / account holder | $400 | $10,926-96.3% | $7,493-94.7% | $11,426-96.5% |