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 | $140,091 | $153,772-8.9% | $133,980+4.6% | $273,961-48.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.35% | 36.51%-36.2pp | 29.30%-28.9pp | 41.45%-41.1pp |
| Employer contribution / active EE | $2,673 | $6,029-55.7% | $5,211-48.7% | $4,869-45.1% |
| Participant deferral / active EE | $5,345 | $6,958-23.2% | $6,282-14.9% | $5,287+1.1% |
| Admin fee / account holder | $9,593 | $11,765-18.5% | $9,324+2.9% | $10,132-5.3% |