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 | $100,314 | $142,344-29.5% | $119,609-16.1% | $134,475-25.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.77% | -12.44%-6.3pp | -14.97%-3.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $6,850 | $5,222+31.2% | $4,232+61.9% | $4,740+44.5% |
| Participant deferral / active EE | $24,400 | $6,469+277.2% | $5,602+335.6% | $6,400+281.3% |
| Admin fee / account holder | $859 | $13,584-93.7% | $10,323-91.7% | $11,426-92.5% |