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 | $91,480 | $46,674+96.0% | $117,472-22.1% | $68,494+33.6% |
| Participation rate | 70.0% | 56.8%+13.2pp | 70.6%-0.6pp | 67.9%+2.1pp |
| Annual return | -18.81% | -14.52%-4.3pp | 29.74%-48.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,144 | $1,505+42.5% | $4,176-48.7% | $2,596-17.4% |
| Participant deferral / active EE | $4,439 | $2,636+68.4% | $4,070+9.1% | $4,027+10.2% |
| Admin fee / account holder | $1,336 | $4,020-66.8% | $5,645-76.3% | $5,403-75.3% |