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 | $17,959 | $190,805-90.6% | $159,960-88.8% | $134,475-86.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.40% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,881 | $4,995-62.4% | $4,226-55.5% | $4,740-60.3% |
| Participant deferral / active EE | $3,576 | $6,923-48.3% | $6,182-42.2% | $6,400-44.1% |
| Admin fee / account holder | $751 | $10,471-92.8% | $8,698-91.4% | $11,426-93.4% |