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 | $144,745 | $198,466-27.1% | $170,442-15.1% | $147,584-1.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 3.69% | 257.29%-253.6pp | 205.93%-202.2pp | 578.55%-574.9pp |
| Employer contribution / active EE | $6,645 | $6,184+7.5% | $5,433+22.3% | $4,876+36.3% |
| Participant deferral / active EE | $5,437 | $5,629-3.4% | $4,939+10.1% | $5,4390% |
| Admin fee / account holder | $1,579 | $16,852-90.6% | $13,880-88.6% | $10,885-85.5% |