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 | $47,910 | $82,664-42.0% | $125,339-61.8% | $68,494-30.1% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -10.97% | -5.97%-5.0pp | 572.05%-583.0pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,299 | $3,381-61.6% | $4,814-73.0% | $2,596-50.0% |
| Participant deferral / active EE | $11,318 | $6,110+85.2% | $7,446+52.0% | $4,027+181.0% |
| Admin fee / account holder | $422 | $6,275-93.3% | $10,010-95.8% | $5,403-92.2% |