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 | $188,862 | $115,770+63.1% | $101,248+86.5% | $158,922+18.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | -11.21% | 56.14%-67.4pp | 46.47%-57.7pp | 302.83%-314.0pp |
| Employer contribution / active EE | $2,097 | $4,175-49.8% | $3,660-42.7% | $4,761-56.0% |
| Participant deferral / active EE | $6,565 | $4,957+32.4% | $4,370+50.2% | $5,982+9.7% |
| Admin fee / account holder | $10,260 | $7,245+41.6% | $5,945+72.6% | $11,246-8.8% |