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 | $43,046 | $82,664-47.9% | $125,339-65.7% | $68,494-37.2% |
| Participation rate | 74.6% | 75.0%-0.4pp | 82.4%-7.8pp | 67.9%+6.7pp |
| Annual return | -11.46% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,957 | $3,381-42.1% | $4,814-59.3% | $2,596-24.6% |
| Participant deferral / active EE | $4,280 | $6,110-29.9% | $7,446-42.5% | $4,027+6.3% |
| Admin fee / account holder | $10,821 | $6,275+72.4% | $10,010+8.1% | $5,403+100.3% |