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 9-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 | $122,642 | $211,958-42.1% | $169,463-27.6% | $135,375-9.4% |
| Participation rate | 76.2% | 82.6%-6.4pp | 77.8%-1.6pp | 82.6%-6.5pp |
| Annual return | -4.80% | 3.26%-8.1pp | 1.83%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,186 | $5,120-37.8% | $4,159-23.4% | $4,779-33.3% |
| Participant deferral / active EE | $3,159 | $6,075-48.0% | $5,277-40.1% | $5,609-43.7% |
| Admin fee / account holder | $9,557 | $11,471-16.7% | $9,109+4.9% | $10,827-11.7% |