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 | $20,548 | $92,703-77.8% | $82,719-75.2% | $134,475-84.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -12.87% | 944.92%-957.8pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,220 | $3,274-32.2% | $3,009-26.2% | $4,740-53.2% |
| Participant deferral / active EE | $3,141 | $4,802-34.6% | $4,395-28.5% | $6,400-50.9% |
| Admin fee / account holder | $456 | $5,983-92.4% | $5,329-91.5% | $11,426-96.0% |