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 | $31,246 | $82,664-62.2% | $125,339-75.1% | $68,494-54.4% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,576 | $3,381-23.8% | $4,814-46.5% | $2,596-0.8% |
| Participant deferral / active EE | $7,618 | $6,110+24.7% | $7,446+2.3% | $4,027+89.2% |
| Admin fee / account holder | $1,308 | $6,275-79.1% | $10,010-86.9% | $5,403-75.8% |