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 | $47,189 | $59,805-21.1% | $79,550-40.7% | $68,494-31.1% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -10.90% | -12.30%+1.4pp | 0.16%-11.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,210 | $1,505+113.3% | $2,413+33.0% | $2,596+23.6% |
| Participant deferral / active EE | $5,950 | $3,024+96.7% | $3,985+49.3% | $4,027+47.7% |
| Admin fee / account holder | $2,995 | $4,835-38.1% | $6,832-56.2% | $5,403-44.6% |