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 | $35,554 | $167,307-78.7% | $143,757-75.3% | $134,475-73.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.36% | 0.46%-9.8pp | -0.04%-9.3pp | 417.96%-427.3pp |
| Employer contribution / active EE | $3,750 | $5,619-33.3% | $4,951-24.3% | $4,740-20.9% |
| Participant deferral / active EE | $4,966 | $6,446-23.0% | $5,637-11.9% | $6,400-22.4% |
| Admin fee / account holder | $2,124 | $18,088-88.3% | $14,673-85.5% | $11,426-81.4% |