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 | $140,643 | $64,707+117.4% | $112,228+25.3% | $68,494+105.3% |
| Participation rate | 83.3% | 67.2%+16.2pp | 75.1%+8.3pp | 67.9%+15.4pp |
| Annual return | -15.24% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,087 | $2,746-60.4% | $3,635-70.1% | $2,596-58.1% |
| Participant deferral / active EE | $3,402 | $3,565-4.6% | $4,728-28.0% | $4,027-15.5% |
| Admin fee / account holder | $22,210 | $5,232+324.5% | $6,410+246.5% | $5,403+311.1% |