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 | $59,538 | $82,286-27.6% | $68,791-13.5% | $134,475-55.7% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.5pp | 81.2%-2.7pp |
| Annual return | -9.96% | -2.19%-7.8pp | -6.38%-3.6pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,163 | $3,301-64.8% | $2,655-56.2% | $4,740-75.5% |
| Participant deferral / active EE | $2,520 | $4,739-46.8% | $3,941-36.0% | $6,400-60.6% |
| Admin fee / account holder | $10,559 | $6,481+62.9% | $4,932+114.1% | $11,426-7.6% |