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 | $121,254 | $105,860+14.5% | $90,749+33.6% | $134,475-9.8% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.7%+15.6pp | 81.2%+10.1pp |
| Annual return | -14.01% | -11.01%-3.0pp | -12.16%-1.8pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,522 | $3,462+88.4% | $2,921+123.3% | $4,740+37.6% |
| Participant deferral / active EE | $4,702 | $5,216-9.9% | $4,564+3.0% | $6,400-26.5% |
| Admin fee / account holder | $25,269 | $13,938+81.3% | $8,445+199.2% | $11,426+121.2% |