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 | $141,794 | $176,812-19.8% | $146,665-3.3% | $167,490-15.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.02% | 24.03%-16.0pp | 22.74%-14.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $10,677 | $5,160+106.9% | $4,136+158.1% | $4,837+120.7% |
| Participant deferral / active EE | $7,703 | $6,440+19.6% | $5,506+39.9% | $6,341+21.5% |
| Admin fee / account holder | $3,620 | $13,259-72.7% | $10,280-64.8% | $12,309-70.6% |