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 | $108,103 | $100,754+7.3% | $86,677+24.7% | $134,475-19.6% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -17.70% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,550 | $3,489+1.7% | $2,836+25.1% | $4,740-25.1% |
| Participant deferral / active EE | $4,059 | $5,338-24.0% | $4,656-12.8% | $6,400-36.6% |
| Admin fee / account holder | $8,214 | $10,926-24.8% | $7,493+9.6% | $11,426-28.1% |