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 | $87,841 | $90,590-3.0% | $90,782-3.2% | $135,375-35.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -2.35% | -3.40%+1.0pp | -3.42%+1.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $9,080 | $4,352+108.6% | $4,105+121.2% | $4,779+90.0% |
| Participant deferral / active EE | $6,333 | $5,407+17.1% | $5,366+18.0% | $5,609+12.9% |
| Admin fee / account holder | $335 | $7,683-95.6% | $5,908-94.3% | $10,827-96.9% |