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 | $107,697 | $202,432-46.8% | $169,368-36.4% | $139,434-22.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 7.57% | 531.74%-524.2pp | 405.60%-398.0pp | 372.94%-365.4pp |
| Employer contribution / active EE | $9,318 | $4,692+98.6% | $4,013+132.2% | $4,751+96.1% |
| Participant deferral / active EE | $4,448 | $6,938-35.9% | $6,221-28.5% | $6,710-33.7% |
| Admin fee / account holder | $474 | $10,708-95.6% | $9,003-94.7% | $11,403-95.8% |