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 | $32,318 | $99,640-67.6% | $86,436-62.6% | $134,475-76.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | 6782.58%-6800.1pp | 4394.89%-4412.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,545 | $4,400-42.2% | $3,769-32.5% | $4,740-46.3% |
| Participant deferral / active EE | $6,894 | $7,246-4.9% | $6,952-0.8% | $6,400+7.7% |
| Admin fee / account holder | $463 | $8,371-94.5% | $6,731-93.1% | $11,426-95.9% |