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 | $86,821 | $97,744-11.2% | $103,476-16.1% | $145,922-40.5% |
| Participation rate | 94.1% | 81.1%+13.0pp | 80.5%+13.6pp | 80.3%+13.8pp |
| Annual return | 8.66% | 25.41%-16.8pp | 23.90%-15.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,941 | $4,677-37.1% | $4,672-37.0% | $4,660-36.9% |
| Participant deferral / active EE | $2,647 | $6,603-59.9% | $6,623-60.0% | $6,688-60.4% |
| Admin fee / account holder | $769 | $12,515-93.9% | $9,413-91.8% | $13,397-94.3% |