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 | $186,607 | $103,376+80.5% | $87,100+114.2% | $152,861+22.1% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.9%+17.2pp | 82.4%+11.7pp |
| Annual return | 5.23% | 28.10%-22.9pp | 28.19%-23.0pp | 345.32%-340.1pp |
| Employer contribution / active EE | $2,993 | $3,220-7.1% | $2,521+18.7% | $4,762-37.2% |
| Participant deferral / active EE | $7,214 | $4,778+51.0% | $4,049+78.2% | $5,850+23.3% |
| Admin fee / account holder | $1,028 | $12,205-91.6% | $7,497-86.3% | $11,596-91.1% |