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 6-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 | $49,054 | $95,862-48.8% | $79,550-38.3% | $134,475-63.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -12.38% | -2.69%-9.7pp | 0.16%-12.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $15,589 | $3,128+398.4% | $2,413+546.0% | $4,740+228.9% |
| Participant deferral / active EE | $5,473 | $4,693+16.6% | $3,985+37.3% | $6,400-14.5% |
| Admin fee / account holder | $306 | $9,126-96.6% | $6,832-95.5% | $11,426-97.3% |