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 7-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 | $18,780 | $67,331-72.1% | $60,874-69.1% | $134,475-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.43% | 49.93%-69.4pp | 16.90%-36.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $7,016 | $3,096+126.6% | $2,701+159.7% | $4,740+48.0% |
| Participant deferral / active EE | $1,493 | $4,538-67.1% | $3,817-60.9% | $6,400-76.7% |
| Admin fee / account holder | $515 | $4,582-88.8% | $3,224-84.0% | $11,426-95.5% |