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 | $34,811 | $64,707-46.2% | $112,228-69.0% | $68,494-49.2% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.1%+12.8pp | 67.9%+20.0pp |
| Annual return | -17.88% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,040 | $2,746-25.7% | $3,635-43.9% | $2,596-21.4% |
| Participant deferral / active EE | $2,587 | $3,565-27.4% | $4,728-45.3% | $4,027-35.8% |
| Admin fee / account holder | $835 | $5,232-84.0% | $6,410-87.0% | $5,403-84.5% |