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 8-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 | $23,457 | $48,265-51.4% | $68,791-65.9% | $68,494-65.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.42% | -12.71%-2.7pp | -6.38%-9.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,476 | $1,829+35.4% | $2,655-6.7% | $2,596-4.6% |
| Participant deferral / active EE | $4,359 | $2,867+52.1% | $3,941+10.6% | $4,027+8.2% |
| Admin fee / account holder | $2,114 | $4,355-51.5% | $4,932-57.1% | $5,403-60.9% |