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 | $45,284 | $82,664-45.2% | $125,339-63.9% | $68,494-33.9% |
| Participation rate | 72.5% | 75.0%-2.5pp | 82.4%-9.9pp | 67.9%+4.6pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,746 | $3,381-18.8% | $4,814-43.0% | $2,596+5.7% |
| Participant deferral / active EE | $6,229 | $6,110+1.9% | $7,446-16.4% | $4,027+54.7% |
| Admin fee / account holder | $498 | $6,275-92.1% | $10,010-95.0% | $5,403-90.8% |