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 | $142,403 | $109,817+29.7% | $98,442+44.7% | $167,490-15.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 7.98% | 1956.69%-1948.7pp | 1492.73%-1484.7pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,832 | $3,224-43.2% | $2,960-38.1% | $4,837-62.1% |
| Participant deferral / active EE | $3,247 | $4,673-30.5% | $4,276-24.1% | $6,341-48.8% |
| Admin fee / account holder | $1,218 | $6,753-82.0% | $5,949-79.5% | $12,309-90.1% |