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 | $52,610 | $59,805-12.0% | $79,550-33.9% | $68,494-23.2% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -18.43% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,501 | $1,505-0.2% | $2,413-37.8% | $2,596-42.2% |
| Participant deferral / active EE | $6,253 | $3,024+106.7% | $3,985+56.9% | $4,027+55.3% |
| Admin fee / account holder | $1,883 | $4,835-61.0% | $6,832-72.4% | $5,403-65.1% |