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 | $193,297 | $165,335+16.9% | $149,696+29.1% | $158,922+21.6% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 4.63% | 348.15%-343.5pp | 276.60%-272.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $3,619 | $5,103-29.1% | $4,644-22.1% | $4,761-24.0% |
| Participant deferral / active EE | $8,455 | $7,181+17.7% | $6,842+23.6% | $5,982+41.3% |
| Admin fee / account holder | $3,570 | $10,807-67.0% | $9,309-61.7% | $11,246-68.3% |