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 8-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 | $25,032 | $93,024-73.1% | $77,024-67.5% | $134,475-81.4% |
| Participation rate | 94.7% | 74.5%+20.3pp | 67.9%+26.8pp | 81.2%+13.5pp |
| Annual return | -16.81% | 62.60%-79.4pp | 42.32%-59.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,137 | $3,418-8.2% | $2,812+11.5% | $4,740-33.8% |
| Participant deferral / active EE | $7,317 | $5,238+39.7% | $4,426+65.3% | $6,400+14.3% |
| Admin fee / account holder | $12,835 | $6,944+84.8% | $5,425+136.6% | $11,426+12.3% |