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 | $119,892 | $113,935+5.2% | $94,224+27.2% | $125,391-4.4% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -2.12% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,943 | $4,727-16.6% | $3,587+9.9% | $4,866-19.0% |
| Participant deferral / active EE | $4,639 | $5,179-10.4% | $4,320+7.4% | $5,352-13.3% |
| Admin fee / account holder | $88,673 | $8,391+956.8% | $6,269+1314.5% | $9,540+829.4% |