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 | $38,676 | $167,484-76.9% | $151,611-74.5% | $134,475-71.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -17.03% | 7.80%-24.8pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,837 | $6,829-14.5% | $6,166-5.3% | $4,740+23.1% |
| Participant deferral / active EE | $4,037 | $8,986-55.1% | $8,363-51.7% | $6,400-36.9% |
| Admin fee / account holder | $496 | $13,783-96.4% | $11,616-95.7% | $11,426-95.7% |