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 | $60,025 | $127,386-52.9% | $115,037-47.8% | $125,391-52.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.59% | 31.28%-31.9pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,127 | $5,166-78.2% | $4,608-75.5% | $4,866-76.8% |
| Participant deferral / active EE | $5,291 | $6,423-17.6% | $6,026-12.2% | $5,352-1.1% |
| Admin fee / account holder | $14,617 | $9,516+53.6% | $8,175+78.8% | $9,540+53.2% |