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 | $101,530 | $150,440-32.5% | $136,294-25.5% | $147,584-31.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.03% | 1049.08%-1040.0pp | 5155.94%-5146.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,897 | $5,256-63.9% | $4,695-59.6% | $4,876-61.1% |
| Participant deferral / active EE | $8,106 | $6,630+22.3% | $6,247+29.8% | $5,439+49.0% |
| Admin fee / account holder | $4,417 | $10,905-59.5% | $9,243-52.2% | $10,885-59.4% |