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 | $159,291 | $140,588+13.3% | $123,104+29.4% | $125,391+27.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.47% | 16.80%-20.3pp | 13.22%-16.7pp | 282.22%-285.7pp |
| Employer contribution / active EE | $6,522 | $6,041+8.0% | $5,151+26.6% | $4,866+34.0% |
| Participant deferral / active EE | $6,792 | $6,980-2.7% | $6,230+9.0% | $5,352+26.9% |
| Admin fee / account holder | $9,088 | $11,198-18.8% | $9,015+0.8% | $9,540-4.7% |