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 | $98,205 | $73,867+32.9% | $143,757-31.7% | $68,494+43.4% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -18.68% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,144 | $3,184+61.5% | $4,951+3.9% | $2,596+98.1% |
| Participant deferral / active EE | $4,483 | $3,384+32.5% | $5,637-20.5% | $4,027+11.3% |
| Admin fee / account holder | $2,167 | $5,755-62.3% | $14,673-85.2% | $5,403-59.9% |