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 | $114,364 | $54,350+110.4% | $82,719+38.3% | $68,494+67.0% |
| Participation rate | 82.9% | 63.9%+18.9pp | 72.6%+10.3pp | 67.9%+15.0pp |
| Annual return | 3.63% | -13.67%+17.3pp | 701.18%-697.5pp | -7.84%+11.5pp |
| Employer contribution / active EE | $1,042 | $2,218-53.0% | $3,009-65.4% | $2,596-59.9% |
| Participant deferral / active EE | $4,196 | $3,246+29.3% | $4,395-4.5% | $4,027+4.2% |
| Admin fee / account holder | $984 | $4,395-77.6% | $5,329-81.5% | $5,403-81.8% |