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 | $54,940 | $81,900-32.9% | $119,609-54.1% | $68,494-19.8% |
| Participation rate | 71.8% | 71.9%-0.1pp | 79.3%-7.4pp | 67.9%+3.9pp |
| Annual return | -16.78% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,336 | $2,693-13.3% | $4,232-44.8% | $2,596-10.0% |
| Participant deferral / active EE | $4,634 | $4,148+11.7% | $5,602-17.3% | $4,027+15.1% |
| Admin fee / account holder | $3,846 | $6,582-41.6% | $10,323-62.7% | $5,403-28.8% |