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 | $25,106 | $71,883-65.1% | $86,677-71.0% | $68,494-63.3% |
| Participation rate | 81.2% | 72.2%+8.9pp | 76.6%+4.6pp | 67.9%+13.3pp |
| Annual return | -18.05% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,043 | $2,173+40.1% | $2,836+7.3% | $2,596+17.2% |
| Participant deferral / active EE | $1,807 | $3,779-52.2% | $4,656-61.2% | $4,027-55.1% |
| Admin fee / account holder | $1,417 | $6,112-76.8% | $7,493-81.1% | $5,403-73.8% |