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 | $77,546 | $71,883+7.9% | $86,677-10.5% | $68,494+13.2% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.0pp | 67.9%+12.7pp |
| Annual return | -14.49% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,705 | $2,173+70.5% | $2,836+30.6% | $2,596+42.7% |
| Participant deferral / active EE | $8,816 | $3,779+133.3% | $4,656+89.4% | $4,027+118.9% |
| Admin fee / account holder | $11,137 | $6,112+82.2% | $7,493+48.6% | $5,403+106.1% |