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 | $38,627 | $211,958-81.8% | $169,463-77.2% | $135,375-71.5% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -8.19% | 3.26%-11.5pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,865 | $5,120-24.5% | $4,159-7.1% | $4,779-19.1% |
| Participant deferral / active EE | $2,663 | $6,075-56.2% | $5,277-49.5% | $5,609-52.5% |
| Admin fee / account holder | $1,159 | $11,471-89.9% | $9,109-87.3% | $10,827-89.3% |