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 | $35,049 | $53,162-34.1% | $91,220-61.6% | $68,494-48.8% |
| Participation rate | 72.9% | 63.2%+9.7pp | 73.2%-0.3pp | 67.9%+5.0pp |
| Annual return | -19.09% | -3.14%-15.9pp | 114.01%-133.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $517 | $1,709-69.7% | $2,850-81.9% | $2,596-80.1% |
| Participant deferral / active EE | $1,538 | $2,974-48.3% | $4,234-63.7% | $4,027-61.8% |
| Admin fee / account holder | $1,247 | $4,493-72.2% | $5,420-77.0% | $5,403-76.9% |