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 7-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 | $15,380 | $48,265-68.1% | $68,791-77.6% | $68,494-77.5% |
| Participation rate | 74.1% | 60.7%+13.4pp | 69.0%+5.0pp | 67.9%+6.2pp |
| Annual return | -18.35% | -12.71%-5.6pp | -6.38%-12.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,838 | $1,829+0.5% | $2,655-30.8% | $2,596-29.2% |
| Participant deferral / active EE | $2,955 | $2,867+3.1% | $3,941-25.0% | $4,027-26.6% |
| Admin fee / account holder | $684 | $4,355-84.3% | $4,932-86.1% | $5,403-87.3% |