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 | $235,073 | $177,572+32.4% | $154,803+51.9% | $142,382+65.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 11.14% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,565 | $4,810-25.9% | $4,305-17.2% | $4,299-17.1% |
| Participant deferral / active EE | $8,091 | $6,272+29.0% | $5,540+46.0% | $6,507+24.3% |
| Admin fee / account holder | $6,577 | $16,786-60.8% | $14,329-54.1% | $12,624-47.9% |