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 | $9,837 | $48,265-79.6% | $68,791-85.7% | $68,494-85.6% |
| Participation rate | 90.6% | 60.7%+29.9pp | 69.0%+21.5pp | 67.9%+22.7pp |
| Annual return | -16.41% | -12.71%-3.7pp | -6.38%-10.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $901 | $1,829-50.7% | $2,655-66.0% | $2,596-65.3% |
| Participant deferral / active EE | $4,271 | $2,867+49.0% | $3,941+8.4% | $4,027+6.1% |
| Admin fee / account holder | $1,566 | $4,355-64.1% | $4,932-68.3% | $5,403-71.0% |