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 | $73,309 | $167,307-56.2% | $143,757-49.0% | $134,475-45.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -17.50% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,236 | $5,619-60.2% | $4,951-54.8% | $4,740-52.8% |
| Participant deferral / active EE | $7,084 | $6,446+9.9% | $5,637+25.7% | $6,400+10.7% |
| Admin fee / account holder | $345 | $18,088-98.1% | $14,673-97.6% | $11,426-97.0% |