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 | $144,883 | $138,065+4.9% | $123,544+17.3% | $135,375+7.0% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -3.57% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,757 | $5,151-27.1% | $4,628-18.8% | $4,779-21.4% |
| Participant deferral / active EE | $7,268 | $6,799+6.9% | $6,426+13.1% | $5,609+29.6% |
| Admin fee / account holder | $11,700 | $10,916+7.2% | $9,284+26.0% | $10,827+8.1% |