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 7-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 | $120,083 | $108,919+10.3% | $100,391+19.6% | $145,922-17.7% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 9.71% | 57.88%-48.2pp | 49.20%-39.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,633 | $4,419+72.7% | $3,942+93.7% | $4,660+63.8% |
| Participant deferral / active EE | $14,391 | $8,445+70.4% | $8,082+78.1% | $6,688+115.2% |
| Admin fee / account holder | $6,233 | $9,689-35.7% | $7,899-21.1% | $13,397-53.5% |