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 | $63,986 | $72,277-11.5% | $101,248-36.8% | $79,858-19.9% |
| Participation rate | 91.2% | 68.5%+22.7pp | 75.8%+15.4pp | 69.6%+21.5pp |
| Annual return | -6.16% | 22.30%-28.5pp | 46.47%-52.6pp | 31.71%-37.9pp |
| Employer contribution / active EE | $2,370 | $2,692-11.9% | $3,660-35.2% | $2,471-4.1% |
| Participant deferral / active EE | $2,984 | $3,282-9.1% | $4,370-31.7% | $3,740-20.2% |
| Admin fee / account holder | $16,824 | $4,400+282.3% | $5,945+183.0% | $5,306+217.1% |