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 | $233,268 | $211,958+10.1% | $169,463+37.7% | $135,375+72.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -1.72% | 3.26%-5.0pp | 1.83%-3.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,033 | $5,120-79.8% | $4,159-75.2% | $4,779-78.4% |
| Participant deferral / active EE | $6,343 | $6,075+4.4% | $5,277+20.2% | $5,609+13.1% |
| Admin fee / account holder | $6,020 | $11,471-47.5% | $9,109-33.9% | $10,827-44.4% |