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 | $127,246 | $148,534-14.3% | $135,903-6.4% | $139,434-8.7% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 9.36% | 79.19%-69.8pp | 68.23%-58.9pp | 372.94%-363.6pp |
| Employer contribution / active EE | $3,035 | $5,243-42.1% | $4,856-37.5% | $4,751-36.1% |
| Participant deferral / active EE | $8,356 | $8,100+3.2% | $7,758+7.7% | $6,710+24.5% |
| Admin fee / account holder | $6,169 | $12,400-50.2% | $10,762-42.7% | $11,403-45.9% |