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 | $114,981 | $93,024+23.6% | $77,024+49.3% | $134,475-14.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.50% | 62.60%-75.1pp | 42.32%-54.8pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,673 | $3,418-21.8% | $2,812-5.0% | $4,740-43.6% |
| Participant deferral / active EE | $3,630 | $5,238-30.7% | $4,426-18.0% | $6,400-43.3% |
| Admin fee / account holder | $730 | $6,944-89.5% | $5,425-86.6% | $11,426-93.6% |