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 | $104,523 | $92,222+13.3% | $76,768+36.2% | $135,375-22.8% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | -4.19% | 5.46%-9.6pp | 2.43%-6.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,897 | $3,216-41.0% | $2,485-23.7% | $4,779-60.3% |
| Participant deferral / active EE | $4,450 | $4,509-1.3% | $3,852+15.5% | $5,609-20.7% |
| Admin fee / account holder | $12,290 | $10,748+14.3% | $6,675+84.1% | $10,827+13.5% |