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 | $63,444 | $43,723+45.1% | $121,196-47.7% | $64,186-1.2% |
| Participation rate | 77.4% | 58.3%+19.1pp | 71.7%+5.7pp | 69.6%+7.9pp |
| Annual return | -5.52% | 68.91%-74.4pp | 16.93%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,115 | $1,296+63.2% | $4,022-47.4% | $2,381-11.2% |
| Participant deferral / active EE | $4,886 | $2,280+114.3% | $3,344+46.1% | $3,470+40.8% |
| Admin fee / account holder | $534 | $3,501-84.8% | $5,019-89.4% | $4,888-89.1% |