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 | $153,171 | $73,867+107.4% | $143,757+6.5% | $68,494+123.6% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -16.47% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,724 | $3,184-14.5% | $4,951-45.0% | $2,596+4.9% |
| Participant deferral / active EE | $6,946 | $3,384+105.2% | $5,637+23.2% | $4,027+72.5% |
| Admin fee / account holder | $4,894 | $5,755-14.9% | $14,673-66.6% | $5,403-9.4% |