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 | $116,410 | $73,867+57.6% | $143,757-19.0% | $68,494+70.0% |
| Participation rate | 83.9% | 66.7%+17.2pp | 80.3%+3.6pp | 67.9%+16.0pp |
| Annual return | -12.84% | 1.01%-13.8pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,755 | $3,184-13.5% | $4,951-44.3% | $2,596+6.1% |
| Participant deferral / active EE | $5,359 | $3,384+58.3% | $5,637-4.9% | $4,027+33.1% |
| Admin fee / account holder | $3,471 | $5,755-39.7% | $14,673-76.3% | $5,403-35.8% |