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 | $169,385 | $100,754+68.1% | $86,677+95.4% | $134,475+26.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -10.83% | 29.04%-39.9pp | 35.91%-46.7pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,845 | $3,489-47.1% | $2,836-34.9% | $4,740-61.1% |
| Participant deferral / active EE | $2,058 | $5,338-61.4% | $4,656-55.8% | $6,400-67.8% |
| Admin fee / account holder | $326 | $10,926-97.0% | $7,493-95.6% | $11,426-97.1% |