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 | $81,451 | $42,383+92.2% | $76,523+6.4% | $64,186+26.9% |
| Participation rate | 82.1% | 58.1%+24.0pp | 68.0%+14.1pp | 69.6%+12.6pp |
| Annual return | 0.80% | -16.54%+17.3pp | -0.27%+1.1pp | 7.63%-6.8pp |
| Employer contribution / active EE | $2,197 | $1,563+40.5% | $2,647-17.0% | $2,381-7.7% |
| Participant deferral / active EE | $4,298 | $2,566+67.5% | $3,835+12.0% | $3,470+23.9% |
| Admin fee / account holder | $2,733 | $3,198-14.5% | $4,848-43.6% | $4,888-44.1% |