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 | $85,761 | $92,222-7.0% | $76,768+11.7% | $135,375-36.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.12% | 5.46%-7.6pp | 2.43%-4.5pp | 519.73%-521.9pp |
| Employer contribution / active EE | $13,184 | $3,216+310.0% | $2,485+430.5% | $4,779+175.9% |
| Participant deferral / active EE | $7,683 | $4,509+70.4% | $3,852+99.5% | $5,609+37.0% |
| Admin fee / account holder | $3,408 | $10,748-68.3% | $6,675-48.9% | $10,827-68.5% |