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 | $217,534 | $74,888+190.5% | $71,209+205.5% | $142,382+52.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 12.08% | 345.14%-333.1pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $5,388 | $2,854+88.8% | $2,721+98.0% | $4,299+25.3% |
| Participant deferral / active EE | $6,168 | $4,454+38.5% | $4,175+47.7% | $6,507-5.2% |
| Admin fee / account holder | $17,460 | $5,568+213.6% | $5,349+226.4% | $12,624+38.3% |