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 | $51,526 | $142,344-63.8% | $119,609-56.9% | $134,475-61.7% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | -16.39% | -12.44%-4.0pp | -14.97%-1.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,574 | $5,222+45.0% | $4,232+79.0% | $4,740+59.8% |
| Participant deferral / active EE | $3,229 | $6,469-50.1% | $5,602-42.4% | $6,400-49.6% |
| Admin fee / account holder | $1,141 | $13,584-91.6% | $10,323-88.9% | $11,426-90.0% |