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 | $62,913 | $100,754-37.6% | $86,677-27.4% | $134,475-53.2% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -18.91% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,831 | $3,489-47.5% | $2,836-35.4% | $4,740-61.4% |
| Participant deferral / active EE | $3,131 | $5,338-41.3% | $4,656-32.7% | $6,400-51.1% |
| Admin fee / account holder | $2,380 | $10,926-78.2% | $7,493-68.2% | $11,426-79.2% |