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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,535 | $68,346+26.6% | $94,646-8.6% | $75,163+15.1% |
| Participation rate | 97.4% | 76.1%+21.3pp | 80.8%+16.6pp | 67.2%+30.2pp |
| Annual return | 13.32% | 616.93%-603.6pp | 156.71%-143.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,859 | $2,701-31.2% | $3,672-49.4% | $2,670-30.4% |
| Participant deferral / active EE | $8,232 | $6,537+25.9% | $7,418+11.0% | $4,125+99.6% |
| Admin fee / account holder | $9,538 | $5,326+79.1% | $7,231+31.9% | $5,651+68.8% |