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 | $29,008 | $40,256-27.9% | $57,343-49.4% | $59,632-51.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.60% | 27.49%-28.1pp | 24.39%-25.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,006 | $1,922+4.4% | $2,689-25.4% | $2,203-8.9% |
| Participant deferral / active EE | $3,744 | $2,399+56.0% | $3,162+18.4% | $3,192+17.3% |
| Admin fee / account holder | $581 | $2,818-79.4% | $3,356-82.7% | $4,297-86.5% |