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 | $144,918 | $140,588+3.1% | $123,104+17.7% | $125,391+15.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -2.96% | 16.80%-19.8pp | 13.22%-16.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $5,105 | $6,041-15.5% | $5,151-0.9% | $4,866+4.9% |
| Participant deferral / active EE | $7,944 | $6,980+13.8% | $6,230+27.5% | $5,352+48.4% |
| Admin fee / account holder | $1,623 | $11,198-85.5% | $9,015-82.0% | $9,540-83.0% |