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 | $74,408 | $71,883+3.5% | $86,677-14.2% | $68,494+8.6% |
| Participation rate | 95.6% | 72.2%+23.4pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | -17.05% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,781 | $2,173-18.0% | $2,836-37.2% | $2,596-31.4% |
| Participant deferral / active EE | $3,038 | $3,779-19.6% | $4,656-34.7% | $4,027-24.6% |
| Admin fee / account holder | $2,497 | $6,112-59.1% | $7,493-66.7% | $5,403-53.8% |