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 | $54,495 | $62,586-12.9% | $76,768-29.0% | $64,186-15.1% |
| Participation rate | 71.2% | 72.8%-1.6pp | 77.0%-5.8pp | 69.6%+1.6pp |
| Annual return | -6.40% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,468 | $1,832-19.9% | $2,485-40.9% | $2,381-38.4% |
| Participant deferral / active EE | $2,873 | $3,145-8.6% | $3,852-25.4% | $3,470-17.2% |
| Admin fee / account holder | $2,347 | $4,667-49.7% | $6,675-64.8% | $4,888-52.0% |