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 | $86,399 | $158,817-45.6% | $121,196-28.7% | $135,375-36.2% |
| Participation rate | 92.3% | 79.3%+13.0pp | 71.7%+20.6pp | 82.6%+9.7pp |
| Annual return | -7.66% | -0.64%-7.0pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,931 | $5,665-12.9% | $4,022+22.6% | $4,779+3.2% |
| Participant deferral / active EE | $3,629 | $4,005-9.4% | $3,344+8.5% | $5,609-35.3% |
| Admin fee / account holder | $898 | $6,512-86.2% | $5,019-82.1% | $10,827-91.7% |