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 | $46,390 | $73,867-37.2% | $143,757-67.7% | $68,494-32.3% |
| Participation rate | 97.7% | 66.7%+31.1pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -16.32% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,356 | $3,184-26.0% | $4,951-52.4% | $2,596-9.3% |
| Participant deferral / active EE | $3,267 | $3,384-3.5% | $5,637-42.1% | $4,027-18.9% |
| Admin fee / account holder | $796 | $5,755-86.2% | $14,673-94.6% | $5,403-85.3% |