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 | $66,730 | $77,813-14.2% | $123,544-46.0% | $64,186+4.0% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -6.59% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,489 | $3,014-17.4% | $4,628-46.2% | $2,381+4.5% |
| Participant deferral / active EE | $4,541 | $5,240-13.3% | $6,426-29.3% | $3,470+30.9% |
| Admin fee / account holder | $435 | $5,519-92.1% | $9,284-95.3% | $4,888-91.1% |