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 | $144,348 | $102,317+41.1% | $146,958-1.8% | $80,856+78.5% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 10.66% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,196 | $3,713-40.9% | $4,933-55.5% | $2,755-20.3% |
| Participant deferral / active EE | $3,200 | $6,644-51.8% | $8,070-60.3% | $4,296-25.5% |
| Admin fee / account holder | $7,168 | $7,941-9.7% | $12,998-44.9% | $6,918+3.6% |