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 | $242,630 | $198,466+22.3% | $170,442+42.4% | $147,584+64.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.94% | 257.29%-251.4pp | 205.93%-200.0pp | 578.55%-572.6pp |
| Employer contribution / active EE | $2,048 | $6,184-66.9% | $5,433-62.3% | $4,876-58.0% |
| Participant deferral / active EE | $12,694 | $5,629+125.5% | $4,939+157.0% | $5,439+133.4% |
| Admin fee / account holder | $8,318 | $16,852-50.6% | $13,880-40.1% | $10,885-23.6% |