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 | $114,669 | $99,341+15.4% | $84,750+35.3% | $273,961-58.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -9.87% | 22.93%-32.8pp | 22.78%-32.7pp | 41.45%-51.3pp |
| Employer contribution / active EE | $3,750 | $4,214-11.0% | $3,574+4.9% | $4,869-23.0% |
| Participant deferral / active EE | $2,361 | $4,269-44.7% | $3,712-36.4% | $5,287-55.3% |
| Admin fee / account holder | $469 | $6,644-92.9% | $5,332-91.2% | $10,132-95.4% |