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 | $86,921 | $100,754-13.7% | $86,677+0.3% | $134,475-35.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.37% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,050 | $3,489-12.6% | $2,836+7.5% | $4,740-35.7% |
| Participant deferral / active EE | $5,659 | $5,338+6.0% | $4,656+21.5% | $6,400-11.6% |
| Admin fee / account holder | $768 | $10,926-93.0% | $7,493-89.8% | $11,426-93.3% |