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 | $150,336 | $95,862+56.8% | $79,550+89.0% | $134,475+11.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -13.47% | -2.69%-10.8pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,014 | $3,128-3.6% | $2,413+24.9% | $4,740-36.4% |
| Participant deferral / active EE | $3,192 | $4,693-32.0% | $3,985-19.9% | $6,400-50.1% |
| Admin fee / account holder | $341 | $9,126-96.3% | $6,832-95.0% | $11,426-97.0% |