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 | $131,373 | $81,900+60.4% | $119,609+9.8% | $68,494+91.8% |
| Participation rate | 72.5% | 71.9%+0.6pp | 79.3%-6.8pp | 67.9%+4.6pp |
| Annual return | -11.59% | -23.82%+12.2pp | -14.97%+3.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,010 | $2,693-25.4% | $4,232-52.5% | $2,596-22.6% |
| Participant deferral / active EE | $4,486 | $4,148+8.2% | $5,602-19.9% | $4,027+11.4% |
| Admin fee / account holder | $13,959 | $6,582+112.1% | $10,323+35.2% | $5,403+158.4% |