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 | $40,936 | $99,032-58.7% | $80,019-48.8% | $135,375-69.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.86% | 15.39%-20.2pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,421 | $3,043-53.3% | $2,468-42.4% | $4,779-70.3% |
| Participant deferral / active EE | $2,092 | $4,282-51.1% | $3,686-43.2% | $5,609-62.7% |
| Admin fee / account holder | $383 | $10,436-96.3% | $6,521-94.1% | $10,827-96.5% |