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 | $232,164 | $167,484+38.6% | $151,611+53.1% | $134,475+72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.28% | 7.80%-20.1pp | 3.33%-15.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,277 | $6,829-66.7% | $6,166-63.1% | $4,740-52.0% |
| Participant deferral / active EE | $10,461 | $8,986+16.4% | $8,363+25.1% | $6,400+63.5% |
| Admin fee / account holder | $8,173 | $13,783-40.7% | $11,616-29.6% | $11,426-28.5% |