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 | $161,612 | $65,365+147.2% | $92,893+74.0% | $72,985+121.4% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.3pp |
| Annual return | 4.05% | 42.10%-38.1pp | 109.41%-105.4pp | 81.00%-77.0pp |
| Employer contribution / active EE | $15,761 | $2,594+507.6% | $3,653+331.5% | $2,440+546.0% |
| Participant deferral / active EE | $8,173 | $3,128+161.2% | $4,236+92.9% | $3,607+126.5% |
| Admin fee / account holder | $10,560 | $4,251+148.4% | $5,794+82.3% | $5,124+106.1% |