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 | $102,331 | $77,813+31.5% | $123,544-17.2% | $64,186+59.4% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | -7.21% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,823 | $3,014-6.3% | $4,628-39.0% | $2,381+18.6% |
| Participant deferral / active EE | $7,725 | $5,240+47.4% | $6,426+20.2% | $3,470+122.6% |
| Admin fee / account holder | $2,571 | $5,519-53.4% | $9,284-72.3% | $4,888-47.4% |