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 | $78,299 | $49,280+58.9% | $67,313+16.3% | $64,186+22.0% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.1%+16.1pp | 69.6%+15.6pp |
| Annual return | -5.98% | -1.39%-4.6pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,378 | $1,668-17.4% | $2,566-46.3% | $2,381-42.1% |
| Participant deferral / active EE | $3,322 | $2,484+33.7% | $3,568-6.9% | $3,470-4.2% |
| Admin fee / account holder | $5,095 | $3,863+31.9% | $4,507+13.1% | $4,888+4.2% |