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 | $93,844 | $77,813+20.6% | $123,544-24.0% | $64,186+46.2% |
| Participation rate | 81.6% | 74.7%+6.9pp | 82.3%-0.7pp | 69.6%+12.0pp |
| Annual return | -7.14% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $592 | $3,014-80.3% | $4,628-87.2% | $2,381-75.1% |
| Participant deferral / active EE | $12,325 | $5,240+135.2% | $6,426+91.8% | $3,470+255.2% |
| Admin fee / account holder | $530 | $5,519-90.4% | $9,284-94.3% | $4,888-89.2% |