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 | $111,885 | $99,640+12.3% | $86,436+29.4% | $134,475-16.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.19% | 6782.58%-6797.8pp | 4394.89%-4410.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $11,199 | $4,400+154.5% | $3,769+197.2% | $4,740+136.3% |
| Participant deferral / active EE | $18,450 | $7,246+154.6% | $6,952+165.4% | $6,400+188.3% |
| Admin fee / account holder | $566 | $8,371-93.2% | $6,731-91.6% | $11,426-95.0% |