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 | $37,945 | $74,888-49.3% | $71,209-46.7% | $142,382-73.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 12.45% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $7,411 | $2,854+159.6% | $2,721+172.4% | $4,299+72.4% |
| Participant deferral / active EE | $2,046 | $4,454-54.1% | $4,175-51.0% | $6,507-68.6% |
| Admin fee / account holder | $1,753 | $5,568-68.5% | $5,349-67.2% | $12,624-86.1% |