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 | $35,239 | $59,774-41.0% | - | $134,475-73.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -16.76% | -10.72%-6.0pp | - | 417.96%-434.7pp |
| Employer contribution / active EE | $1,460 | $2,711-46.2% | - | $4,740-69.2% |
| Participant deferral / active EE | $9,102 | $4,131+120.3% | - | $6,400+42.2% |
| Admin fee / account holder | $783 | $4,003-80.4% | - | $11,426-93.1% |