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 | $55,647 | $69,010-19.4% | $159,960-65.2% | $68,494-18.8% |
| Participation rate | 70.4% | 65.4%+5.0pp | 78.0%-7.6pp | 67.9%+2.5pp |
| Annual return | -18.23% | -9.65%-8.6pp | 408.60%-426.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,228 | $2,213+45.8% | $4,226-23.6% | $2,596+24.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,931 | $4,798+2.8% | $8,698-43.3% | $5,403-8.7% |