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 | $39,493 | $57,354-31.1% | $83,848-52.9% | $64,186-38.5% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -7.05% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,088 | $2,545-57.3% | $3,631-70.0% | $2,381-54.3% |
| Participant deferral / active EE | $4,245 | $2,993+41.8% | $4,082+4.0% | $3,470+22.3% |
| Admin fee / account holder | $1,661 | $4,046-58.9% | $5,478-69.7% | $4,888-66.0% |