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 | $84,604 | $167,484-49.5% | $151,611-44.2% | $134,475-37.1% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -3.91% | 7.80%-11.7pp | 3.33%-7.2pp | 417.96%-421.9pp |
| Employer contribution / active EE | $4,157 | $6,829-39.1% | $6,166-32.6% | $4,740-12.3% |
| Participant deferral / active EE | $10,538 | $8,986+17.3% | $8,363+26.0% | $6,400+64.7% |
| Admin fee / account holder | $24,190 | $13,783+75.5% | $11,616+108.3% | $11,426+111.7% |