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 | $163,169 | $167,307-2.5% | $143,757+13.5% | $134,475+21.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -8.03% | 0.46%-8.5pp | -0.04%-8.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,172 | $5,619-61.4% | $4,951-56.1% | $4,740-54.2% |
| Participant deferral / active EE | $10,284 | $6,446+59.6% | $5,637+82.4% | $6,400+60.7% |
| Admin fee / account holder | $1,531 | $18,088-91.5% | $14,673-89.6% | $11,426-86.6% |