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 | $117,265 | $165,335-29.1% | $149,696-21.7% | $158,922-26.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -16.54% | 348.15%-364.7pp | 276.60%-293.1pp | 302.83%-319.4pp |
| Employer contribution / active EE | $11,536 | $5,103+126.1% | $4,644+148.4% | $4,761+142.3% |
| Participant deferral / active EE | $13,433 | $7,181+87.1% | $6,842+96.3% | $5,982+124.6% |
| Admin fee / account holder | $301 | $10,807-97.2% | $9,309-96.8% | $11,246-97.3% |