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 | $48,638 | $64,871-25.0% | $129,110-62.3% | $66,914-27.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -2.39% | -12.21%+9.8pp | -10.94%+8.6pp | 1.58%-4.0pp |
| Employer contribution / active EE | $10,118 | $3,741+170.4% | $5,052+100.3% | $2,544+297.7% |
| Participant deferral / active EE | $8,592 | $5,090+68.8% | $6,542+31.3% | $4,237+102.8% |
| Admin fee / account holder | $4,636 | $629+637.0% | $14,302-67.6% | $593+681.5% |