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 | $36,460 | $42,894-15.0% | $60,874-40.1% | $68,494-46.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.08% | -13.98%-1.1pp | 16.90%-32.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,553 | $1,978-21.5% | $2,701-42.5% | $2,596-40.2% |
| Participant deferral / active EE | $4,448 | $2,867+55.2% | $3,817+16.5% | $4,027+10.4% |
| Admin fee / account holder | $1,072 | $3,101-65.4% | $3,224-66.7% | $5,403-80.2% |