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 | $41,558 | $52,681-21.1% | $75,781-45.2% | $59,632-30.3% |
| Participation rate | 88.2% | 67.2%+21.0pp | 75.8%+12.4pp | 68.7%+19.6pp |
| Annual return | -1.26% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $13,322 | $2,193+507.4% | $3,323+300.9% | $2,203+504.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $595 | $3,610-83.5% | $5,299-88.8% | $4,297-86.1% |