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 | $135,695 | $176,056-22.9% | $159,436-14.9% | $167,490-19.0% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 9.63% | 331.75%-322.1pp | 263.57%-253.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,218 | $5,297-77.0% | $4,829-74.8% | $4,837-74.8% |
| Participant deferral / active EE | $3,966 | $7,750-48.8% | $7,352-46.1% | $6,341-37.5% |
| Admin fee / account holder | $1,568 | $12,554-87.5% | $10,799-85.5% | $12,309-87.3% |