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 10-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 | $68,022 | $45,863+48.3% | $77,024-11.7% | $68,494-0.7% |
| Participation rate | 91.7% | 55.9%+35.8pp | 67.9%+23.8pp | 67.9%+23.8pp |
| Annual return | -13.91% | 1.72%-15.6pp | 42.32%-56.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,696 | $1,650+124.1% | $2,812+31.4% | $2,596+42.4% |
| Participant deferral / active EE | $6,936 | $2,962+134.1% | $4,426+56.7% | $4,027+72.2% |
| Admin fee / account holder | $5,317 | $3,041+74.9% | $5,425-2.0% | $5,403-1.6% |