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 4-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 | $127,593 | $100,773+26.6% | $88,946+43.5% | $142,382-10.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 9.56% | 70.18%-60.6pp | 57.82%-48.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,412 | $2,918-51.6% | $2,555-44.7% | $4,299-67.2% |
| Participant deferral / active EE | $5,312 | $5,230+1.6% | $4,581+15.9% | $6,507-18.4% |
| Admin fee / account holder | $2,908 | $9,693-70.0% | $8,261-64.8% | $12,624-77.0% |