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 | $65,313 | $42,894+52.3% | $60,874+7.3% | $68,494-4.6% |
| Participation rate | 98.3% | 66.8%+31.5pp | 73.1%+25.2pp | 67.9%+30.4pp |
| Annual return | -15.93% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,518 | $1,978+128.4% | $2,701+67.3% | $2,596+74.0% |
| Participant deferral / active EE | $4,973 | $2,867+73.5% | $3,817+30.3% | $4,027+23.5% |
| Admin fee / account holder | $8,139 | $3,101+162.5% | $3,224+152.4% | $5,403+50.6% |