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 | $65,095 | $85,790-24.1% | $67,313-3.3% | $135,375-51.9% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -8.37% | -0.54%-7.8pp | -4.08%-4.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,105 | $3,487-39.6% | $2,566-17.9% | $4,779-55.9% |
| Participant deferral / active EE | $5,023 | $4,651+8.0% | $3,568+40.8% | $5,609-10.4% |
| Admin fee / account holder | $3,037 | $6,392-52.5% | $4,507-32.6% | $10,827-72.0% |