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 5-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 | $37,806 | $167,484-77.4% | $151,611-75.1% | $134,475-71.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -10.79% | 7.80%-18.6pp | 3.33%-14.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,364 | $6,829-65.4% | $6,166-61.7% | $4,740-50.1% |
| Participant deferral / active EE | $9,571 | $8,986+6.5% | $8,363+14.4% | $6,400+49.6% |
| Admin fee / account holder | $540 | $13,783-96.1% | $11,616-95.4% | $11,426-95.3% |