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 | $83,314 | $100,852-17.4% | $90,404-7.8% | $158,922-47.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 2.60% | 1724.20%-1721.6pp | 1293.02%-1290.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $2,491 | $3,689-32.5% | $3,262-23.6% | $4,761-47.7% |
| Participant deferral / active EE | $6,351 | $4,348+46.1% | $3,963+60.2% | $5,982+6.2% |
| Admin fee / account holder | $5,745 | $6,501-11.6% | $5,611+2.4% | $11,246-48.9% |