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 | $50,742 | $59,805-15.2% | $79,550-36.2% | $68,494-25.9% |
| Participation rate | 92.5% | 61.1%+31.4pp | 69.5%+23.0pp | 67.9%+24.6pp |
| Annual return | -18.19% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,015 | $1,505+233.2% | $2,413+107.8% | $2,596+93.2% |
| Participant deferral / active EE | $3,814 | $3,024+26.1% | $3,985-4.3% | $4,027-5.3% |
| Admin fee / account holder | $452 | $4,835-90.6% | $6,832-93.4% | $5,403-91.6% |