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 | $39,953 | $64,707-38.3% | $112,228-64.4% | $68,494-41.7% |
| Participation rate | 88.2% | 67.2%+21.1pp | 75.1%+13.2pp | 67.9%+20.3pp |
| Annual return | -16.65% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,445 | $2,746-47.4% | $3,635-60.2% | $2,596-44.3% |
| Participant deferral / active EE | $4,456 | $3,565+25.0% | $4,728-5.8% | $4,027+10.7% |
| Admin fee / account holder | $592 | $5,232-88.7% | $6,410-90.8% | $5,403-89.0% |