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 9-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 | $25,357 | $97,757-74.1% | $83,848-69.8% | $135,375-81.3% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -0.28% | 1287.37%-1287.7pp | 850.88%-851.2pp | 519.73%-520.0pp |
| Employer contribution / active EE | $2,097 | $4,222-50.3% | $3,631-42.2% | $4,779-56.1% |
| Participant deferral / active EE | $6,955 | $4,682+48.6% | $4,082+70.4% | $5,609+24.0% |
| Admin fee / account holder | $2,520 | $6,674-62.2% | $5,478-54.0% | $10,827-76.7% |