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 | $162,753 | $95,862+69.8% | $79,550+104.6% | $134,475+21.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.75% | -2.69%-9.1pp | 0.16%-11.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $14,432 | $3,128+361.4% | $2,413+498.1% | $4,740+204.5% |
| Participant deferral / active EE | $9,000 | $4,693+91.8% | $3,985+125.8% | $6,400+40.6% |
| Admin fee / account holder | $2,150 | $9,126-76.4% | $6,832-68.5% | $11,426-81.2% |