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 | $59,421 | $114,381-48.1% | $107,525-44.7% | $142,382-58.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 8.24% | 242.71%-234.5pp | 181.32%-173.1pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,073 | $4,015-73.3% | $3,754-71.4% | $4,299-75.0% |
| Participant deferral / active EE | $1,526 | $5,564-72.6% | $5,116-70.2% | $6,507-76.6% |
| Admin fee / account holder | $335 | $9,860-96.6% | $8,919-96.2% | $12,624-97.3% |