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 | $74,804 | $142,344-47.4% | $119,609-37.5% | $134,475-44.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.13% | -12.44%+12.6pp | -14.97%+15.1pp | 417.96%-417.8pp |
| Employer contribution / active EE | $4,185 | $5,222-19.9% | $4,232-1.1% | $4,740-11.7% |
| Participant deferral / active EE | $10,184 | $6,469+57.4% | $5,602+81.8% | $6,400+59.1% |
| Admin fee / account holder | $902 | $13,584-93.4% | $10,323-91.3% | $11,426-92.1% |