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 | $39,713 | $54,726-27.4% | $68,793-42.3% | $64,186-38.1% |
| Participation rate | 92.1% | 68.0%+24.1pp | 72.2%+19.9pp | 69.6%+22.5pp |
| Annual return | -6.84% | -1.62%-5.2pp | -4.63%-2.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $633 | $1,846-65.7% | $2,625-75.9% | $2,381-73.4% |
| Participant deferral / active EE | $1,993 | $2,626-24.1% | $3,311-39.8% | $3,470-42.6% |
| Admin fee / account holder | $2,261 | $4,027-43.9% | $5,131-55.9% | $4,888-53.7% |