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 | $47,570 | $49,177-3.3% | $79,464-40.1% | $64,186-25.9% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.6%+19.7pp |
| Annual return | -3.69% | -1.16%-2.5pp | 718.14%-721.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $468 | $2,076-77.5% | $2,800-83.3% | $2,381-80.3% |
| Participant deferral / active EE | $2,599 | $2,821-7.9% | $3,704-29.8% | $3,470-25.1% |
| Admin fee / account holder | $595 | $3,839-84.5% | $5,113-88.4% | $4,888-87.8% |