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 | $45,016 | $77,813-42.1% | $123,544-63.6% | $64,186-29.9% |
| Participation rate | 73.6% | 74.7%-1.1pp | 82.3%-8.7pp | 69.6%+4.1pp |
| Annual return | -5.80% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,130 | $3,014+3.9% | $4,628-32.4% | $2,381+31.5% |
| Participant deferral / active EE | $5,328 | $5,240+1.7% | $6,426-17.1% | $3,470+53.6% |
| Admin fee / account holder | $2,778 | $5,519-49.7% | $9,284-70.1% | $4,888-43.2% |