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 9-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 | $107,861 | $126,574-14.8% | $106,213+1.6% | $145,922-26.1% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 5.92% | 224.79%-218.9pp | 116.14%-110.2pp | 561.29%-555.4pp |
| Employer contribution / active EE | $2,323 | $3,730-37.7% | $3,171-26.7% | $4,660-50.1% |
| Participant deferral / active EE | $12,895 | $5,724+125.3% | $5,016+157.1% | $6,688+92.8% |
| Admin fee / account holder | $947 | $17,304-94.5% | $11,033-91.4% | $13,397-92.9% |