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 7-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 | $78,508 | $142,344-44.8% | $119,609-34.4% | $134,475-41.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.90% | -12.44%-1.5pp | -14.97%+1.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,209 | $5,222-57.7% | $4,232-47.8% | $4,740-53.4% |
| Participant deferral / active EE | $4,174 | $6,469-35.5% | $5,602-25.5% | $6,400-34.8% |
| Admin fee / account holder | $5,694 | $13,584-58.1% | $10,323-44.8% | $11,426-50.2% |