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 | $120,487 | $116,175+3.7% | $93,606+28.7% | $152,861-21.2% |
| Participation rate | 73.9% | 78.0%-4.1pp | 75.8%-1.9pp | 82.4%-8.5pp |
| Annual return | 4.36% | 35.96%-31.6pp | 32.76%-28.4pp | 345.32%-341.0pp |
| Employer contribution / active EE | $2,349 | $3,218-27.0% | $2,718-13.6% | $4,762-50.7% |
| Participant deferral / active EE | $2,585 | $4,603-43.8% | $4,069-36.5% | $5,850-55.8% |
| Admin fee / account holder | $7,913 | $10,748-26.4% | $7,888+0.3% | $11,596-31.8% |