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 | $53,357 | $64,707-17.5% | $112,228-52.5% | $68,494-22.1% |
| Participation rate | 73.0% | 67.2%+5.8pp | 75.1%-2.1pp | 67.9%+5.1pp |
| Annual return | -16.83% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,080 | $2,746+12.2% | $3,635-15.3% | $2,596+18.6% |
| Participant deferral / active EE | $6,589 | $3,565+84.8% | $4,728+39.4% | $4,027+63.6% |
| Admin fee / account holder | $19,377 | $5,232+270.4% | $6,410+202.3% | $5,403+258.7% |