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 | $105,263 | $217,402-51.6% | $185,823-43.4% | $167,490-37.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.17% | 148.36%-142.2pp | 122.05%-115.9pp | 478.56%-472.4pp |
| Employer contribution / active EE | $4,499 | $5,873-23.4% | $5,167-12.9% | $4,837-7.0% |
| Participant deferral / active EE | $4,249 | $6,356-33.1% | $5,568-23.7% | $6,341-33.0% |
| Admin fee / account holder | $7,417 | $19,811-62.6% | $16,237-54.3% | $12,309-39.7% |