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 | $116,424 | $175,202-33.5% | $149,673-22.2% | $139,434-16.5% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 6.11% | 166.71%-160.6pp | 134.42%-128.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,613 | $5,474-70.5% | $4,818-66.5% | $4,751-66.1% |
| Participant deferral / active EE | $9,831 | $6,519+50.8% | $5,680+73.1% | $6,710+46.5% |
| Admin fee / account holder | $873 | $16,150-94.6% | $13,210-93.4% | $11,403-92.3% |