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 | $32,871 | $105,860-68.9% | $90,749-63.8% | $134,475-75.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.49% | -11.01%+1.5pp | -12.16%+2.7pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,655 | $3,462-52.2% | $2,921-43.3% | $4,740-65.1% |
| Participant deferral / active EE | $5,166 | $5,216-1.0% | $4,564+13.2% | $6,400-19.3% |
| Admin fee / account holder | $549 | $13,938-96.1% | $8,445-93.5% | $11,426-95.2% |