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 9-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 | $24,397 | $82,664-70.5% | $125,339-80.5% | $68,494-64.4% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $5,834 | $3,381+72.6% | $4,814+21.2% | $2,596+124.7% |
| Participant deferral / active EE | $6,412 | $6,110+4.9% | $7,446-13.9% | $4,027+59.2% |
| Admin fee / account holder | $1,642 | $6,275-73.8% | $10,010-83.6% | $5,403-69.6% |