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 | $91,711 | $159,602-42.5% | $150,045-38.9% | $142,382-35.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 7.87% | 70.24%-62.4pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $3,138 | $4,961-36.7% | $4,693-33.1% | $4,299-27.0% |
| Participant deferral / active EE | $6,913 | $8,310-16.8% | $7,997-13.6% | $6,507+6.2% |
| Admin fee / account holder | $556 | $14,846-96.3% | $13,435-95.9% | $12,624-95.6% |