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 6-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 | $121,598 | $117,983+3.1% | $101,794+19.5% | $142,382-14.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 5.69% | 36.92%-31.2pp | 30.53%-24.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $13,402 | $2,773+383.3% | $2,289+485.5% | $4,299+211.7% |
| Participant deferral / active EE | $5,186 | $4,714+10.0% | $4,084+27.0% | $6,507-20.3% |
| Admin fee / account holder | $2,040 | $10,433-80.4% | $8,777-76.8% | $12,624-83.8% |