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 | $21,424 | $138,044-84.5% | $125,339-82.9% | $134,475-84.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.09% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,937 | $5,243-63.1% | $4,814-59.8% | $4,740-59.1% |
| Participant deferral / active EE | $3,226 | $7,799-58.6% | $7,446-56.7% | $6,400-49.6% |
| Admin fee / account holder | $321 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |