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 | $161,924 | $165,335-2.1% | $149,696+8.2% | $158,922+1.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 7.25% | 348.15%-340.9pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,024 | $5,103-60.3% | $4,644-56.4% | $4,761-57.5% |
| Participant deferral / active EE | $4,323 | $7,181-39.8% | $6,842-36.8% | $5,982-27.7% |
| Admin fee / account holder | $5,424 | $10,807-49.8% | $9,309-41.7% | $11,246-51.8% |