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 | $114,264 | $95,862+19.2% | $79,550+43.6% | $134,475-15.0% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -13.48% | -2.69%-10.8pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,622 | $3,128-48.1% | $2,413-32.8% | $4,740-65.8% |
| Participant deferral / active EE | $3,426 | $4,693-27.0% | $3,985-14.0% | $6,400-46.5% |
| Admin fee / account holder | $5,284 | $9,126-42.1% | $6,832-22.7% | $11,426-53.8% |