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 | $154,346 | $209,411-26.3% | $178,490-13.5% | $158,922-2.9% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 5.15% | 188.75%-183.6pp | 151.07%-145.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,782 | $5,706-68.8% | $5,011-64.4% | $4,761-62.6% |
| Participant deferral / active EE | $6,662 | $5,954+11.9% | $5,202+28.1% | $5,982+11.4% |
| Admin fee / account holder | $974 | $17,074-94.3% | $13,984-93.0% | $11,246-91.3% |