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 | $28,295 | $77,813-63.6% | $123,544-77.1% | $64,186-55.9% |
| Participation rate | 92.2% | 74.7%+17.4pp | 82.3%+9.9pp | 69.6%+22.6pp |
| Annual return | -1.23% | 12.48%-13.7pp | 119.20%-120.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,679 | $5,240-29.8% | $6,426-42.7% | $3,470+6.0% |
| Admin fee / account holder | $2,163 | $5,519-60.8% | $9,284-76.7% | $4,888-55.7% |