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 | $22,200 | $82,286-73.0% | $68,791-67.7% | $134,475-83.5% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -18.71% | -2.19%-16.5pp | -6.38%-12.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $630 | $3,301-80.9% | $2,655-76.3% | $4,740-86.7% |
| Participant deferral / active EE | $1,655 | $4,739-65.1% | $3,941-58.0% | $6,400-74.1% |
| Admin fee / account holder | $1,554 | $6,481-76.0% | $4,932-68.5% | $11,426-86.4% |