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 | $40,363 | $74,888-46.1% | $71,209-43.3% | $142,382-71.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 12.96% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,919 | $2,854+2.3% | $2,721+7.3% | $4,299-32.1% |
| Participant deferral / active EE | $4,560 | $4,454+2.4% | $4,175+9.2% | $6,507-29.9% |
| Admin fee / account holder | $3,321 | $5,568-40.4% | $5,349-37.9% | $12,624-73.7% |