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 | $58,754 | $167,484-64.9% | $151,611-61.2% | $134,475-56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.89% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $12,561 | $6,829+83.9% | $6,166+103.7% | $4,740+165.0% |
| Participant deferral / active EE | $17,237 | $8,986+91.8% | $8,363+106.1% | $6,400+169.3% |
| Admin fee / account holder | $516 | $13,783-96.3% | $11,616-95.6% | $11,426-95.5% |