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 | $17,928 | $52,681-66.0% | $75,781-76.3% | $59,632-69.9% |
| Participation rate | 78.8% | 67.2%+11.6pp | 75.8%+3.0pp | 68.7%+10.1pp |
| Annual return | -2.96% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $1,603 | $2,193-26.9% | $3,323-51.8% | $2,203-27.2% |
| Participant deferral / active EE | $3,055 | $2,591+17.9% | $3,651-16.3% | $3,192-4.3% |
| Admin fee / account holder | $1,119 | $3,610-69.0% | $5,299-78.9% | $4,297-74.0% |