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 | $46,477 | $93,024-50.0% | $77,024-39.7% | $134,475-65.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.53% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,963 | $3,418-13.3% | $2,812+5.3% | $4,740-37.5% |
| Participant deferral / active EE | $11,128 | $5,238+112.4% | $4,426+151.4% | $6,400+73.9% |
| Admin fee / account holder | $1,458 | $6,944-79.0% | $5,425-73.1% | $11,426-87.2% |