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 | $89,356 | $202,318-55.8% | $172,739-48.3% | $152,861-41.5% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 4.04% | 1029.65%-1025.6pp | 802.84%-798.8pp | 345.32%-341.3pp |
| Employer contribution / active EE | $3,973 | $5,856-32.2% | $5,143-22.7% | $4,762-16.6% |
| Participant deferral / active EE | $4,381 | $5,948-26.3% | $5,198-15.7% | $5,850-25.1% |
| Admin fee / account holder | $351 | $17,109-97.9% | $13,954-97.5% | $11,596-97.0% |