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 | $31,671 | $59,107-46.4% | $86,436-63.4% | $68,494-53.8% |
| Participation rate | 82.1% | 75.2%+6.9pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -19.01% | -0.23%-18.8pp | 4394.89%-4413.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,436 | $2,519-3.3% | $3,769-35.4% | $2,596-6.2% |
| Participant deferral / active EE | $3,934 | $5,901-33.3% | $6,952-43.4% | $4,027-2.3% |
| Admin fee / account holder | $2,504 | $5,637-55.6% | $6,731-62.8% | $5,403-53.7% |