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 9-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 | $80,689 | $165,335-51.2% | $149,696-46.1% | $158,922-49.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -4.37% | 348.15%-352.5pp | 276.60%-281.0pp | 302.83%-307.2pp |
| Employer contribution / active EE | $2,181 | $5,103-57.3% | $4,644-53.0% | $4,761-54.2% |
| Participant deferral / active EE | $5,203 | $7,181-27.5% | $6,842-24.0% | $5,982-13.0% |
| Admin fee / account holder | $639 | $10,807-94.1% | $9,309-93.1% | $11,246-94.3% |