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 | $67,770 | $167,484-59.5% | $151,611-55.3% | $134,475-49.6% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -16.56% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,751 | $6,829-15.8% | $6,166-6.7% | $4,740+21.3% |
| Participant deferral / active EE | $8,509 | $8,986-5.3% | $8,363+1.7% | $6,400+33.0% |
| Admin fee / account holder | $1,258 | $13,783-90.9% | $11,616-89.2% | $11,426-89.0% |