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 | $130,686 | $73,004+79.0% | $90,749+44.0% | $68,494+90.8% |
| Participation rate | 80.6% | 70.8%+9.7pp | 75.7%+4.9pp | 67.9%+12.7pp |
| Annual return | -13.53% | -13.81%+0.3pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,695 | $2,193+22.9% | $2,921-7.7% | $2,596+3.8% |
| Participant deferral / active EE | $3,788 | $3,627+4.5% | $4,564-17.0% | $4,027-5.9% |
| Admin fee / account holder | $8,870 | $5,896+50.5% | $8,445+5.0% | $5,403+64.2% |