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 | $148,266 | $142,344+4.2% | $119,609+24.0% | $134,475+10.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -15.29% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,649 | $5,222-68.4% | $4,232-61.0% | $4,740-65.2% |
| Participant deferral / active EE | $3,249 | $6,469-49.8% | $5,602-42.0% | $6,400-49.2% |
| Admin fee / account holder | $2,126 | $13,584-84.3% | $10,323-79.4% | $11,426-81.4% |