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 | $39,082 | $127,386-69.3% | $115,037-66.0% | $125,391-68.8% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -3.39% | 31.28%-34.7pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,486 | $5,166-71.2% | $4,608-67.8% | $4,866-69.5% |
| Participant deferral / active EE | $5,855 | $6,423-8.8% | $6,026-2.8% | $5,352+9.4% |
| Admin fee / account holder | $359 | $9,516-96.2% | $8,175-95.6% | $9,540-96.2% |