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 | $145,315 | $197,591-26.5% | $177,821-18.3% | $158,922-8.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 6.43% | 58.76%-52.3pp | 48.32%-41.9pp | 302.83%-296.4pp |
| Employer contribution / active EE | $4,000 | $6,697-40.3% | $5,918-32.4% | $4,761-16.0% |
| Participant deferral / active EE | $3,840 | $8,405-54.3% | $7,714-50.2% | $5,982-35.8% |
| Admin fee / account holder | $2,805 | $15,399-81.8% | $12,427-77.4% | $11,246-75.1% |