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 | $219,043 | $97,044+125.7% | $83,333+162.9% | $135,375+61.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -3.59% | 12.31%-15.9pp | 10.63%-14.2pp | 519.73%-523.3pp |
| Employer contribution / active EE | $11,384 | $4,143+174.8% | $3,379+236.9% | $4,779+138.2% |
| Participant deferral / active EE | $16,277 | $5,964+172.9% | $5,565+192.5% | $5,609+190.2% |
| Admin fee / account holder | $657 | $8,380-92.2% | $7,510-91.3% | $10,827-93.9% |