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 | $47,116 | $50,958-7.5% | $74,550-36.8% | $64,186-26.6% |
| Participation rate | 79.2% | 61.1%+18.2pp | 69.1%+10.1pp | 69.6%+9.7pp |
| Annual return | -5.20% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $589 | $1,115-47.2% | $1,961-70.0% | $2,381-75.3% |
| Participant deferral / active EE | $3,546 | $2,301+54.1% | $3,108+14.1% | $3,470+2.2% |
| Admin fee / account holder | $2,253 | $4,223-46.7% | $5,060-55.5% | $4,888-53.9% |