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 | $47,001 | $72,404-35.1% | $110,238-57.4% | $64,186-26.8% |
| Participation rate | 87.8% | 73.3%+14.4pp | 79.8%+7.9pp | 69.6%+18.2pp |
| Annual return | -0.54% | -6.29%+5.7pp | 314.74%-315.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $5,714 | $2,282+150.4% | $3,826+49.3% | $2,381+140.0% |
| Participant deferral / active EE | $5,708 | $3,469+64.5% | $4,672+22.2% | $3,470+64.5% |
| Admin fee / account holder | $2,439 | $5,664-56.9% | $8,547-71.5% | $4,888-50.1% |